Guide to 1041 Preparation of Estates and Trusts Webinar
Feb 3 1:00 - 3:00 p.m.
Online
2-Tax CPE Credits
This program will examine critical issues in preparing your clients Form 1041 U.S. Income Tax Return for Estates and Trusts. Learn where taxable income is determined differently from individuals; filing requirements and deadlines; reporting alternatives for grantor trusts; the calculation and allocation of DNI; and the impact of the new Section 199A 20% deduction on trusts, estates and beneficiaries.
This course qualifies for PTIN credit.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Highlights
Similarities and differences to individual taxation
Filing requirements, deadlines and penalties: Section 645 election
Simple or complex trusts?
Grantor trust filing options
Gross income
Deductions: Notice 2018-61
Distributable Net Income - DNI
Section 199A deduction
Registration
PICPA Member: $79 Nonmember: $104
More Information
Course No.
VTVGPET2
Level:
Intermediate
Prerequisites:
None
Speaker(s)
Douglas VanDerAA
Federal Tax Workshops
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.