The Complete Guide to the Preparation of Form 1041

Course Details

Date

Wednesday, August 21, 2019

8:30am – 4:30pm
(Registration: 8:00am)

Location

Prince Waikiki

100 Holomoana Street

Honolulu, HI 96815

808-956-1111

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Course Number

F1041

CPE Credit

8.0 hours CPE credit

Instructor

Level of Knowledge

Basic

Vendor

Werner-Rocca Seminars, Ltd.

Prerequisites

None

Description

Tax compliance issues for fiduciary entities are sometimes confusing to practitioners since many lack experience in this area. This course provides the practitioner with a practical understanding of the issues involved in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041).  

Highlights

  • How to prepare a Form 1041
  • Specific issues regarding a decedent’s estate
  • Specific issues regarding a trust
  • Understanding the basics of Subchapter J of the Internal Revenue Code
  • How to comply with the tax compliance issue
  • Case studies regarding reading an estate document
  • Understanding of distributable net income (DNI)
  • Understanding of income in respect of a decedent (IRD)
  • Line-by-line instruction 

Objectives

• Recognize the components of the U.S. Income Tax Return for Estates and Trusts (Form 1041)

Designed For

CPAs, EAs, and attorneys

Registration for this course has passed.

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by August 6, 2019.

$280.00
Member Fee

Applicable if you are a HSCPA member in good standing.

$330.00
Early Registration Non-Member Fee

Applicable if you are not a HSCPA and register by August 6, 2019.

$430.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$480.00
Neighbor Island Discount

Applicable for Neighbor Island members in good standing

-$100.00
Associate Neighbor Island Discount

Applicable for Associate Neighbor Island members in good standing

-$50.00
Your Price $480.00

CPE Choice

Learn more about CPE Choice.
CPE Choice Fee $250.00

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