This live seminar will be presented as an online broadcast. You can interact with the instructor and other attendees in real time online. IF in-person attendance becomes possible, practicable and safe for all at the Gratzer Education Center, we will notify registrants about that option. This course is designed for participants to understand the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.
Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.
Registration is open through 11/05.
8:00am to 3:30pm
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November 9, 2020
November 10, 2020