CPE Course Information
General Information
| Course Number: | W010823 |
| Course Title: | Jennings-TaxSpeaker 1041s for Trusts and Estates - Co Sponsored Event- 8 hours |
| Description: | Webinar Bundle credits not valid on this webinar. As a Jennings-TaxSpeaker webinar registrant, you will receive a digital copy of the course manual at no extra cost. You will receive this via email a few days prior to the webinar. If you would prefer to have a hard copy of the manual shipped to you, the cost is $40 per manual. If you would like to purchase a hard copy, please complete the attached form and fax to the Executive Office at 717-614-8663 or mail to 150 Corporate Center Dr., Ste. 205, Camp Hill, PA 17011. You can also place your order over the phone by calling the executive office at 1-800-270-3352. When it comes to protecting and optimizing your clients’ trusts and estates, trust TaxSpeaker’s expertise. Our 1041’s for Trusts and Estates course is led by Bill Leonard, CPA, who is not only a practicing tax professional but also is Taxspeaker’s expert on trust and estate tax matters. Beginning with a discussion of when returns are required, he guides participants through the 1041 tax preparation maze with hands-on guidance regarding types of trusts, return preparation, compliance, allocations, and distributions. In addition, we’ve taken care to update this course with 2022 and 2023 changes to estate planning rules, administration, and accounting in 1041’s, plus practical tips to plan throughout the workday. During this course, we will define estates, a short tax year, distributions in kind, discretionary income distributions, and irrevocable and revocable living trusts. The instruction also includes identification of the duties of the fiduciary, characteristics of other types of trusts, purpose of the probate court and income distribution deduction, and options for IRA’s inherited by a spouse. Upon completion, attendees will also have thorough competence to determine qualifiers of a grantor trust, how to compute amortization allowances, what qualifies as IRD, and the advantages of revocable living trusts. |
| Speaker: | Bill Leonard, CPA, MAFF, CGMA |
| Knowledge Level: | Basic |
| Sponsor: | PSTAP - Co Sponsored |
| Date: | 08/22/2023 |
| Number of Days: | 1 |
| Location: | Webinar |
| Address: |
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| CPE Credits: | 8 Credits Tax (Federal) |
| Host Chapter(s): | State |
Registration Information
| Registration Begins: | |
| Start Time: | 8:00 a.m. |
| End Time: | 4:00 p.m. |
Pricing
| PSTAP Member Rate: | 230.00 |
| Non-Member Rate: | 295.00 |
Cancellation Policy
| No refunds will be granted after link to access webinar has been sent. Please check spam/junk folder. No show, no refund. |
Additional Information
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Online Registration
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