January 6, 2022 9:00am – 10:50am Map & Directions 602-252-4144

Webcast: Fiduciary Taxation: Back to Basics-Part 3 of 4

Description

This webcast presents problem examples that are common to many Form 1041 tax returns. The problems work through a spreadsheet, computation of necessary calculations and the presentation on Form 1041. The focus is on both simple and complex trusts.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

8:30am

Fees

Member:
$75
Non-CPA Staff:
$101
Non-CPA Staff (100% club):
$75
Non-CPA Staff (sole proprietor):
$75
Non-Member:
$101
Webcast
Taxation
2

Objectives

  • Work Through the calculations required by Form 1041 and Schedule K-1
  • Understand the interrelationship between Accounting and Taxation
  • Determine the Allocations among and between Multiple Beneficiaries
  • Review basics of the Depreciation Deduction, Charitable Contribution Deduction, and the impact of tax-exempt income
  • Review special rules for separate shares and the 65-day election

Course Level

Beginning

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

Tax practitioners, accountants and financial professionals.

Prerequisites

Fiduciary Taxation: Back to Basics-Part 2.

Highlights

  • Beneficiary no Capital Gains
  • Beneficiary with Capital Gains
  • Beneficiary impact of Sec. 67(g)
  • Charitable Deduction
  • Multiple Beneficiaries
  • Accumulations and Distributions

Notes

Entry-level/Individual contributor; Manager/Senior Manager; Director

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