BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:31b3471e34daa97a8816f8063097a661685 CATEGORIES:Events SUMMARY:TaxSpeaker 4 Nights of 1041's for Trusts & Estates - Webinar DESCRIPTION:
TaxSpeaker
4 Nights of 1041's for Trusts & Estates
Presented by Washin gton Association of Accounting and Tax Professionals and TaxSpeaker
Monday, August 22 - Thursday, August 25, 2022 ( 2 hours per night ) - Webinar
Event schedule:
Speaker: TaxSpeaker Presenters
Bill Leonard CPA, MAFF, CGMA
Location: LIVE Webinar
CPE Credits: 8 IR
S Approved Update Tax Hours
Description:
< span style="font-size: 18px; font-family: arial, helvetica, sans-serif; col or: #888888;">When it comes to protecting and optimizing your c lients’ trusts and estates, trust TaxSpeaker’s expertise. Our 1041’s for Tr usts and Estates course is led by Bill Leonard, CPA, who is not only a prac ticing tax professional but also is Taxspeaker’s expert on trust and estate tax matters.
Beginn ing with a discussion of when returns are required, he guides participants through the 1041 tax preparation maze with hands-on guidance regarding type s of trusts, return preparation, compliance, allocations, and distributions . In addition, we’ve taken care to update this course with 2021 and 2022 ch anges to estate planning rules, administration, and accounting in 1041’s, p lus practical tips to plan throughout the workday.
During this course, we will define estates, a short tax year, distributions in kind, discretionary income distributions , and irrevocable and revocable living trusts. The instruction also include s identification of the duties of the fiduciary, characteristics of other t ypes of trusts, purpose of the probate court and income distribution deduct ion, and options for IRA’s inherited by a spouse. Upon completion, attendee s will also have thorough competence to determine qualifiers of a grantor t rust, how to compute amortization allowances, what qualifies as IRD, and th e advantages of revocable living trusts.
Online webinars will receive the PDF version of the man ual.
Attendee Requirements:
Prerequisites:
2 - 4 years tax preparation experience.
Course Level:< /strong>
Intermedia te
Registration fee:
WAATP members : $325
Disclaimer:
Fees and Schedule - This Taxspeaker Internet-Live webcast will begin and end promptly at stated time. All 8-hour webcasts will break for lunch, and have 2, 10-15 minute b reaks.
Attendees must answer 75% of all polling questions given dur ing the day to obtain the full hours of CPE Credits.
Cancellation an d Refund Policy: Registration fees will be refunded in full for up to 3 day s in advance of the seminar. Registrations may be transferred 1-3 days prio r to the seminar date. NO REFUNDS/TRANSFERS WILL BE ISSUED AFTER THE SEMINA R MATERIALS AND WEBINAR LINK HAS BEEN SENT AND THE SEMINAR BEGINS. NO EXCEP TIONS
ALL OF OUR T AX COURSES HAVE IRS APPROVAL UNLESS OTHERWISE NOTED**
Updated July 26, 2022
CONTACT:WAATP Office - office@waatp.org - 509-993-2307 DTSTAMP:20240328T222926 DTSTART;TZID=America/Los_Angeles:20220822T150000 DTEND;TZID=America/Los_Angeles:20220825T170000 SEQUENCE:0 TRANSP:OPAQUE END:VEVENT END:VCALENDAR