Course Number: |
0511116 |
Course Title: |
Gear Up Thomson Reuters Form 1041 Estates & Trusts |
Description: |
Joint seminar with Lehigh Valley Chapter. This is a two-pronged course designed to get you started in the practice of estates and trusts as well as a great update for the experienced tax professional covering all major developments since 2011. The morning session covers estate and trust terminology, fiduciary income taxation, trust accounting principles and a comprehensive explanation of income distribution deduction. In the afternoon, Form 706 is examined in detail. The many changes enacted since 2011 are reviewed with particular emphasis on portability (with detailed examples) and coverage of the new consistency reporting requirements. The “What’s New” chapter has been completely updated with recent rulings and interesting new cases. Post-mortem elections including alternate valuation date and disclaimers are discussed as these areas are of particular interest to the tax preparer.
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Speaker: |
Gear Up Speakers
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Knowledge Level: |
Basic |
Sponsor: |
PSTAP - Northeast/Lehigh Valley Chapters |
Date: |
10/26/2016 |
Number of Days: |
1 |
Location: |
Wilkes Barre, Woodlands Resort |
Address: |
1073 Highway 315
Wilkes Barre, PA 18702 |
CPE Credits: |
8 Credits Tax (Federal)
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Host Chapter(s): |
Northeast |
Meal: |
Day 1 Choices Meal
No Meal
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