Advanced 1041 Boot Camp

Dec 11
8:00 - 4:00 p.m.

Wyndham Philadelphia-Bucks County
Feasterville-Trevose - Map

8-Tax
CPE Credits

Concentrate on the most complex problems related to Form 1041 for your high-powered clients. Identify items of income with respect to a decedent, and calculate the Section 691(c) deduction. Understand how depreciation and alternative minimum tax applies to estates and trusts. Learn how to prepare Forms 1041 and 5227 for charitable trusts. Cover post-election developments relative to potential estate tax repeal and the implications for tax planning.
Highlights

Case studies with completely filled-in forms tracking the flow of tax items and worksheets
Taking advantage of separate shares and the merged estate
Merging estates and trusts for income tax purposes
Special problems of estates and trusts related to the 3.8 percent tax on investment income
Grantor trusts: identification and compliance issues
Funding pecuniary marital trusts
Charitable deductions (Schedule A)
Depreciation problems and special issues of holding rental real estate
Special problems for a trust or estate holding a partnership interest or S corporation stock (ESBTs and QSSTs)