Date(s) - 06/17/21
8:00 am - 4:00 pm
This course is written and taught by practicing CPA and National Trust and Estate Tax expert, Bill Leonard, CPA, from the point of view of actual practitioners. Beginning with a discussion of when returns are required, we guide participants through the 1041 preparation maze while providing hands-on guidance from real, expert practitioners regarding types of trusts, return preparation, compliance, allocations and distributions. Updated for the newest estate planning rules under President Biden, the course also discusses administration and accounting in 1041’s and practical planning advice throughout the day.