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Estate & Trust Primer - Tax Staff Essentials

ID: 63682
Tuesday February 11, 2025 12:00PM - 4:00PM
Topics: Tax
NON-MEMBERS$261.00
MEMBERS$213.00
YOUR PRICE$261.00

Protect your clients' assets and shield their estates from increased taxation brought about by the changing tax code. This CPE course will help you to understand the tax obligations of trusts and estates and how these obligations affect beneficiaries. The course provides exercises and examples that reflect the calculation and allocation of taxable income and its presentation on the appropriate forms. You will also learn how to prepare federal Form 1041 and the accompanying schedules.