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Form 1041: Down to the Basics (4151495C)
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"This basic course reviews the fundamentals of the fiduciary entity, fiduciary accounting and taxation. From inception to completion, we will analyze Form 1041 and use a spreadsheet to track the different calculations necessary for accurate preparation. You will also review recent tax law changes that impact Form 1041, learn how to navigate various problem situations and increase your understanding of what to look for when reviewing a Form 1041 submitted by another practitioner. "

12/15/2015
When: 12/15/2015
9:30 AM - 5:30 PM
Where: Webcast/Webinar
Presenter: Jacqueline A. Patterson, JD, CPA, MBT
Contact: April Deneault
801-834-6634


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This basic course reviews the fundamentals of the fiduciary entity, fiduciary accounting and taxation. From inception to completion, we will analyze Form 1041 and use a spreadsheet to track the different calculations necessary for accurate preparation. You will  also review recent tax law changes that impact Form 1041, learn how to navigate various problem situations and increase your understanding of what to look for when reviewing a Form 1041 submitted by another practitioner.

 
Objectives:

    Identify the basic components of Form 1041.
    Recall state and federal laws that drive a fiduciary entity.
    Recognize the relationship among the different authorities that impact accounting and tax treatments.
    Determine tax law changes that impact Form 1041 and analyze Form 1041 from inception to completion.
    Identify how to review a Form 1041 submitted by another practitioner.

 

Major Subjects:

    Introduction to the fiduciary entity

    Fiduciary accounting fundamentals
    Subchapter J, DNI and the distribution deduction
    Simple and complex trusts
    Form 1041 updates
    Special problem situations

Designed For:

Practitioners who prepare or review Form 1041.
 

Prerequisite: None

Advanced Prep:  None

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

Vendor: CalCPA

Field of Study:     Taxes

Level:  Beginning

CPE Credit: 8 Hours

Acronym:   T1041

 

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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