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Live Webcast Replay

The Complete Guide to the Preparation for Form 1041- 6 hour


Total Credits: 6 including 6 Taxes - Technical

Average Rating:
   45
Category:
ACPEN Industry Institute |  ACPEN Tax Institute |  Tax |  IRS Approved
Speaker:
Arthur Werner
Course Levels:
Basic
Duration:
6 Hours
License:
Access for 30 day(s) after program date.

Dates


Description

Tax compliance issues for fiduciary entities are sometimes confusing to practitioners due to the fact that many lack experience in this area. This course provides the practitioner with a practical understanding of the issues involved in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041), including a Line-by-Line presentation of the form.  The practitioner will have a better understanding of entities and the basics of Subchapter J of the Internal Revenue Code.  Understanding these areas will allow the practitioner to start their understanding of tax compliance in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041).

**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 leighanne.conroy@acpen.com.

Basic Course Information

Learning Objectives
  • Prepare the U.S. Income Tax Return for Estates and Trusts (Form 1041)   
  • List the basic issues of estates and trusts and discuss Subchapter J of the Internal Revenue Code

Major Subjects
  • How to prepare a Form 1041
  • Understanding of distributable net income (DNI)
  • Understanding of income in respect of a decedent (IRD)
  • Line-by-line instruction
  • Specific issues regarding a decedent’s estate
  • Specific issues regarding a trust
  • Classification of trust entities
  • Understanding various fiduciary issues
  • Understanding the basics of Subchapter J of the Internal Revenue Code

Course Materials

Speaker

Arthur Werner's Profile

Arthur Werner Related seminars and products

Werner-Rocca Seminars, Ltd.


Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.  In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.  Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.


Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.


Dates

Fri, Dec 09, 2022 - 01:00pm to 06:38pm CST
Wed, Dec 14, 2022 - 09:00am to 02:38pm CST
Tue, Dec 20, 2022 - 10:00am to 03:38pm CST
Thu, Dec 29, 2022 - 12:00pm to 05:38pm CST

Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation None
Designed For CPAs, EAs, attorneys, and other tax professionals 
Original Recording Date 10/11/2021
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 10/19/2021

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


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


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


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. 


Promo Video

Reviews

5
4
3
2
1

Overall:      4.8

Total Reviews: 45

Comments

Austin F

" "

Mark K

"Excellent and knowledgeable presenter!"

Leslie H

"Thank you. Good course!"

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