Date(s) - 06/14/19
8:00 am - 4:30 pm
1041’s for Trusts & Estates (8 hours)
This course is written and taught by practicing attorney/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 TCJA of 2018 and the latest laws in 2019, the course also discusses administration and accounting in 1041’s and practical planning advice throughout the day.
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