Fundamentals of Income Taxation of Trusts and Form 1041 Planning

2 Credits: Taxes


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Fundamentals of Income Taxation of Trusts and Form 1041 Planning

Course Level
CPE Credits

2 Credits: Taxes

Course Description

This course, led by led by  Robert Keebler, CPA, MST, AEP, is a treasure trove of legal knowledge specifically tailored for accountants. It covers an extensive range of topics crucial for the profession, including corporate legal structures, business entities, partnership operations, and more. The primary benefit for participants is the development of a well-rounded understanding of legal matters directly relevant to their field. This course not only provides accountants with the tools to recognize and address legal issues in their practice but also enhances their ability to offer well-informed advice. By bridging the gap between accounting and law, this course equips professionals with the necessary skills to handle the legal complexities that frequently arise in tax and financial planning.

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Learning Objectives

Upon successful completion of this course, participants will have an understanding of:

  • Foundational Concepts
  • Grantor Trusts
  • Charitable Remainder Trusts
  • Bracket Management
  • Shifting Income with Trust Distribution
  • Limit on Miscellaneous Itemized Deductions
  • State Income Tax Planning for Trusts
  • Form 1041 Examples
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Course Specifics

Course ID
Revision Date
January 26, 2022


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01980-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1717
CTEC Federal Tax Law Credits: 2

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at

Meet The Experts

Robert Keebler Headshot

Robert Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Section. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents …