Guide to Preparing Form 1041 for Estates and Trusts
Total Credits: 4 including 4 Taxes - Technical
- Average Rating:
- 0
- Categories:
- ACPEN Industry Institute | IRS Approved | Tax
- Speaker:
- Doug Van Der Aa, CPA, JD
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
Description
This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn what is considered taxable income; filing requirements and deadlines; impact of the 3.8 percent Medicare surtax on net investment income; and the 10 principles of tax accounting for trust income.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
Basic Course Information
Learning Objectives- Apply the most recent tax rules and guidelines when preparing client estates and trusts returns
- Identify planning ideas and potential pitfalls
Major Subjects
- Current rates and brackets
- Calculating a trust's AGI
- Filing requirements, deadlines and penalties
- 3.8% Medicare surtax on net investment income (NII)
- Simple vs. complex trusts
- Grantor Trusts: Four options to report activity
- Section 643 (g) Election
- Taxable income of trusts, estate and beneficiaries
Course Materials
| Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase | ||
| IRS CE Credit Request Form (544.8 KB) | Available after Purchase | ||
| Guide to Preparing Form 1041 for Estates and Trusts Handout (6.9 MB) | Available after Purchase | ||
Speaker
Doug Van Der Aa, CPA, JD Related Seminars and Products
Doug Van Der Aa, CPA, JD, is a lively and energetic speaker on the subject of taxes and ethics, and has extensive experience in leading discussions for conferences, seminars and webinars. He is a highly rated speaker and seminar leader for state CPA societies and other organizations throughout the country.
Van Der Aa has more than 25 years of experience, including tax practice in CPA firms and the practice of transactional business and real estate law as an attorney. His practice concentrated on the tax needs of closely held businesses, with their related pass-through entities, complex individual returns, estates and trusts.
Van Der Aa taught for 10 years as an adjunct instructor and for one year as assistant professor of accounting and taxation for Grand Valley State University’s Seidman College of Business, where he taught in both the undergraduate and MST programs.
Dates
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Thu, Jun 12, 2025 - 9:00 AM to 12:36 PM CDT
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Sat, Jun 21, 2025 - 10:00 AM to 1:36 PM CDT
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Tue, Jun 24, 2025 - 6:00 PM to 9:36 PM CDT
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Sat, Jul 12, 2025 - 11:00 AM to 2:36 PM CDT
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Tue, Jul 29, 2025 - 6:00 PM to 9:36 PM CDT
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Tue, Aug 12, 2025 - 6:00 PM to 9:36 PM CDT
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Fri, Aug 29, 2025 - 9:00 AM to 12:36 PM CDT
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Fri, Sep 12, 2025 - 11:00 AM to 2:36 PM CDT
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Mon, Sep 22, 2025 - 9:00 AM to 12:36 PM CDT
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Thu, Oct 09, 2025 - 9:00 AM to 12:36 PM CDT
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Sat, Oct 18, 2025 - 11:00 AM to 2:36 PM CDT
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Wed, Nov 12, 2025 - 11:00 AM to 2:36 PM CST
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Tue, Nov 25, 2025 - 5:00 PM to 8:36 PM CST
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Thu, Dec 11, 2025 - 9:00 AM to 12:36 PM CST
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Sat, Dec 20, 2025 - 11:00 AM to 2:36 PM CST
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Tue, Dec 30, 2025 - 6:00 PM to 9:36 PM CST
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Thu, Jan 08, 2026 - 9:00 AM to 12:36 PM CST
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Wed, Jan 21, 2026 - 11:00 AM to 2:36 PM CST
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Thu, Feb 12, 2026 - 11:00 AM to 2:36 PM CST
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Thu, Feb 26, 2026 - 5:00 PM to 8:36 PM CST
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Thu, Mar 12, 2026 - 9:00 AM to 12:36 PM CDT
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Tue, Mar 31, 2026 - 6:00 PM to 9:36 PM CDT
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Thu, Apr 09, 2026 - 9:00 AM to 12:36 PM CDT
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Sat, Apr 25, 2026 - 11:00 AM to 2:36 PM CDT
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Additional Info
Basic Course Information
Advanced Preparation NoneCourse Developer
Van Der Aa Tax Ed, LLC
Designed For Experienced CPAs working with estates and trusts
Yellow Book No
Original Recording Date
05/25
Prerequisites A basic working knowledge of Form 1041 and estates and trusts
Date Added to Catalog 3/15/2025
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Course Registration Requirements Online Registration
Instructional Delivery Method Group Internet Based
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.