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Form 1041 Workshop (4151979F)
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"Successfully navigating Form 1041 can be a challenge for even the most seasoned practitioners. This course reviews more advanced issues that arise in fiduciary accounting and taxation, targets special situations involving fiduciary accounting for flow-through entities and reviews issues that arise upon the death of the grantor or first spouse. We'll also explore how new legislation impacts Form 1041, California Form 541 issues and discuss favorable planning opportunities to minimize taxes and s

1/18/2016
When: 1/18/2016
7:30 AM - 3:00 PM
Where: Webcast/Webinar
Presenter: Jacqueline A. Patterson, JD, CPA, MBT
Contact: April Deneault
801-834-6634


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Successfully navigating Form 1041 can be a challenge for even the most seasoned practitioners. This course reviews more advanced issues that arise in fiduciary accounting and taxation, targets special situations involving fiduciary accounting for flow-through entities and reviews issues that arise upon the death of the grantor or first spouse. We'll also explore how new legislation impacts Form 1041, California Form 541 issues and discuss favorable planning opportunities to minimize taxes and special elections.

 
Objectives:

    Identify the basic concepts of fiduciary taxation.
    Recognize the impact of the Medicare surtax and the latest legislation on fiduciary tax rates and brackets.
    Determine special issues involved with fiduciary accounting for flow-through entities, including the power to adjust.
    Recall the distribution deduction and special issues involving capital gains and in-kind distributions
    Determine and analyze the issues and elections that arise upon the death of the grantor or first spouse.
    Identify issues involving the adjusted basis of assets in a trust or estate.
accounts.

 

Major Subjects:


    Impact of fiduciary taxation law, tax rates and the Medicare surtax
    Fiduciary accounting  issues
    Distribution deduction and planning strategies
    Death of grantor or first spouse, and related reporting and planning issues
    California Form 541 issues and updates

    

Designed For:

CPAs, trustees, attorneys and other advisers who are involved with fiduciary entities.
 

Prerequisite: An understanding of the basics of transfer and succession planning.

Advanced Prep:  None

Speaker:  Jacqueline A. Patterson, JD, CPA, MBT

Vendor: CalCPA

Field of Study:     Taxes

Level:   Intermediate

CPE Credit: 8 Hours

Acronym:     A1041

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Jacqueline A. Patterson, JD, MBT, CPA, is a partner in the Los Angeles based firm of Haney, Buchanan & Patterson, LLP.  She is a member of the California State, Los Angeles, and Beverly Hills Bar Associations. Ms. Patterson has written and facilitated full day tax seminars in the areas of corporate taxation, the income taxation of trusts and estates, tax research and planning, real estate transactions, charitable trusts and received the Foundation’s Meritorious Service Award in 2000.

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