Identify the basic components of a fiduciary entity.Review the state and federal laws that drive a fiduciary entity.Recognize the relationship among the different authorities that impact accounting and tax treatments.Determine tax law changes that impact Form 1041 and analyze Form 1041 from inception to completion.Identify how to review a Form 1041 submitted by another practitioner. Highlights
Review the fundamentals of the fiduciary entity, fiduciary accounting and taxation. From inception to completion, practitioners analyze Form 1041, using a spreadsheet to track necessary calculations for accurate preparation.A review of recent tax law changes that impact Form 1041. Tools and schematics to navigate problem situations. Increased comprehension to review a Form 1041 submitted by another practitioner.
Registration
PICPA Member: $295 Nonmember: $400
More Information
Course No. 4201495DLevel: Basic
Prerequisites:
None.
Notes
None
Speaker(s)
Jacqueline Patterson
Jacqueline A. Patterson, JD, MBT,
CPA, is a partner in the Los Angeles based firm of Haney, Buchanan &
Patterson, LLP.She is a
member of the California State, Los Angeles, and Beverly Hills Bar
Associations. Ms. Patterson has written and facilitated full day tax
seminars in the areas of corporate taxation, the income taxation of trusts
and estates, tax research and planning, real estate transactions,
charitable trusts and received the Foundation’s Meritorious Service Award
in 2000.