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1041 Preparation of Estates and Trusts Webinar

CPE

When
Dec. 12
11:00 a.m. - 1:00 p.m.

CPE Credits
2-Tax

Details

 Pricing

PICPA Member: $79 | Nonmember: $104


 More Information

Course No.
VTVTPET2
Level
Intermediate
Prerequisites
None
Note

This webinar is hosted by PICPA's partner, CPA Crossings. After registering, you will receive an email from CPA Crossings with the log-in information.

Description

Provide a working knowledge of tax rules and guidelines of estates and trusts.

Discuss planning and potential pitfalls.

Highlights

  • 2018 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.




Speaker(s)

Douglas J. Van Der Aa, CPA, JD

Doug is a lively and energetic speaker - even on the subject of taxes!
 
Doug’s professional practice is focused on serving the needs of closely held businesses and their owners, including their pass-through entities, estates and trusts. Doug’s 20+ years of experience includes both tax practice in CPA firms and the practice of transactional business and real estate law as an attorney.  He earned his Bachelor of Arts degree with a major in accounting from Dordt College and his Juris Doctor from the University of Illinois College of Law. Doug has taught as an Adjunct and recently completed a year as a Visiting Professor in the School of Accounting at Grand Valley State University’s Seidman College of Business in Grand Rapids, Michigan, where he taught in both the undergraduate and MST programs.

 

 


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