CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Fundamentals of Income Taxation of Trusts and Form 1041 Planning

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

In this course from Robert Keebler, CPA, MST, AEP, he’ll be covering the fundamental taxation of estates and trusts in the world of Subchapter J of the Internal Revenue Code. For most people to perform good 1041s, you need to have a deep expertise on the 1040 side, understand depreciation, and have encountered a whole host of normal 1040 practices. A large portion of our population is now reaching an age where they’ll be asking for 1041’s and this class will cover what you need to know to dive into Trusts & Estates in an update for 2021 returns.

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

Course Specifics

Course ID
WC1822276827
Revision Date
January 26, 2022
Prerequisites

None

Advanced Preparation

None

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 registeration 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.

Course Instructor

Robert Keebler Headshot
Robert Keebler, CPA, AEP, MST, CGMA

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 …

Robert Keebler, CPA, AEP, MST, CGMA Read More »

Fundamentals of Income Taxation of Trusts and Form 1041 Planning

CPE CREDITS
2 Credits: Taxes

$98.00


Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

In this course from Robert Keebler, CPA, MST, AEP, he’ll be covering the fundamental taxation of estates and trusts in the world of Subchapter J of the Internal Revenue Code. For most people to perform good 1041s, you need to have a deep expertise on the 1040 side, understand depreciation, and have encountered a whole host of normal 1040 practices. A large portion of our population is now reaching an age where they’ll be asking for 1041’s and this class will cover what you need to know to dive into Trusts & Estates in an update for 2021 returns.

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

Course Specifics

Course ID
WC1822276827
Revision Date
January 26, 2022
Prerequisites

None

Advanced Preparation

None

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 registeration 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.

Course Instructor

Robert Keebler Headshot
Robert Keebler, CPA, AEP, MST, CGMA

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 …

Robert Keebler, CPA, AEP, MST, CGMA Read More »

Fundamentals of Income Taxation of Trusts and Form 1041 Planning

CPE CREDITS
2 Credits: Taxes

Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.

$98.00