Event Detail

Sep
19
Thursday
Sep
19
Thu
Industries :: Business & Professional Services also Legal & HR :: Professional Development
1041 Preparation of Estates & Trusts
8:00 AM
Hilton Garden Inn Billings
Description:
Event Details
Thursday, September 19, 2019
8:00am – 11:30am
(Registration: 7:30am)

Description

This program examines the critical issues, rules and special opportunities when preparing your clients Form 1041 U.S. Income Tax Return for Estates and Trusts. Learn what is considered taxable income; filing requirements and deadlines; and the impact of the 3.8 percent Medicare surtax on net investment income. The course will also highlight the 10 Principles of Tax Accounting for Trust Income.
Highlights

2019 rates and brackets
Calculating a trust's AGI
The 10 principles of tax accounting for trust income
Filing requirements, deadlines and penalties
3.8% "Medicare" surtax on Net Investment Income (NII)
Section 643 (g) Election
Taxable income of trusts, estate and beneficiaries
Deductions
Distributions

Objectives

Upon completion of this course, you will be able to:

Provide a working knowledge of tax rules and guidelines of estates and trusts.
Discuss planning and potential pitfalls.

Designed For

Experienced CPAs who work with trusts and estates.
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Age Group: All Ages
Tags: # BILLINGS
Venue: Hilton Garden Inn Billings
Address: 2465 Grant Rd, Billings, MT 59102
Phone: (406) 655-8800

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