Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-In Forms

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

Penn State Great Valley - Main Bldg
Malvern - Map

8-Tax
CPE Credits

Understand the complicated income tax rules of estates and trusts, and learn how to prepare Form 1041 and Schedule K-1.
Highlights
  • Receipts between "Income" and "Corpus" under the Uniform Principle and Income Act
  • Calculation of DNI using three different methods
  • W-2 preparation and procedures in the year of death
  • Forgetful fiduciaries of simple trusts
  • Overview of Subchapter I
  • Specific deductions and miscellaneous itemized deductions
  • Income in respect of decedent
  • Capital gains and losses
  • Allocating tax items to beneficiaries

Registration

PICPA Member: $275
Nonmember: $375

More Information

Course No. 574601

Level: Intermediate

Prerequisites: Experience preparing income tax returns

Notes

CPAs whose practice includes the preparation of fiduciary income tax returns

Speaker(s)

Martin Satinsky

Partner, Tax Services
Martin J. Satinsky, CPA