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Form 1041 Preparation and Primer on Subchapter J (MLC863R)
Practical Advice for Compliantly Preparing and Filing Form 1041
A fiduciary entities' tax compliance issues are complex and can be confusing to tax practitioners who lack experience in this specific field. Clients may be prosecuted by the IRS on the grounds of tax underpayment, even if a tax professional is hired to complete with the paperwork.
Join this comprehensive 4-hr session by expert speaker Arthur Werner. He’ll give you practical advice on the compliance issues you need to be aware of to accurately complete Form 1041. He’ll discuss the effects of Subchapter J on the existing terms and provide case studies in documents.
1041 process: overview
Specific issues related to a trust or decedent's estate
The "three questions" that comes up regarding trusts
Grantor Trust issues
Overview of Subchapter J of the IRC
The Document - How the terms are affected by Subchapter J
Case studies in documents and the IRC
NASBA & IRS Category of Study: Taxes
Who Should Attend
Certified Public Accountants (CPAs)
Enrolled Agents (EAs)
*Single User Price. For multiple users please call 1-800-223-8720
Arthur Joseph Werner, JD, MS (Taxation), 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. His lecture topic specialties extensively include the areas of Estate Planning, Financial Planning, and Estate and Gift Taxa...