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How to Prepare Form 1041 After the Tax Cuts and Jobs Act of 2017 (HRM918E)

Presented by: Arthur Werner
(*) Single User Price. For multiple users please call 1-800-223-8720
Pre Recorded Webinar
240 Minutes
Event Description
See the sneak peek before you buy!
4.0 Taxes
4.0 Taxes
CTEC Federal Tax Law Credits

Catch up on the Recent Changes and Get Line-by-Line Instruction on Preparing Form 1041

To report income and expenses, trusts and decedent’s estates must file an annual income tax return: Form 1041. But The Tax Cuts and Jobs Act of 2017 made many significant changes that impacted pass-through entities and their beneficiaries. If you’re preparing a U.S. income tax return for an estate or a trust, you must know what these changes are, and how the new law will specifically affect the preparation of your client’s (or your) Form 1041.

Don’t take any chances with your client’s (or your) tax return. Learn exactly how to prepare a Form 1041 – with line-by-line instruction on how to do it right. Join top-rated industry veteran Arthur Werner to find out what the compliance changes are, and how the new tax law will impact the preparation of Form 1041. Get an overview of and guide to preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041) in light of the changes made to the Internal Revenue Code by the Tax Cuts and Jobs Act of 2017. Find out the specific issues regarding a trust, and get up to speed with Subchapter J of the Internal Revenue Code. Learn how to comply with Affordable Care Act issues, and get the skinny on distributable net income (DNI), income in respect of a decedent (IRD), and line-by-line instruction.

After attending this in-depth webinar, you will clearly understand how to handle Form 1041, and know to integrate the tax law changes into your fiduciary compliance and planning practice. Plus, you’ll be able to deliver better results for your clients.

Note: If you provide financial planning services to your clients, don’t miss this session. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania, and has received several awards as well.

Session Highlights

After attending this session, you will:

  • Learn how to prepare a Form 1041 (with line-by-line instruction)
  • Understand the specific issues regarding:
    • A decedent’s estate
    • A trust
  • Understand the basics of Subchapter J of the Internal Revenue Code
  • Know how to comply with Affordable Care Act issues
  • Understand distributable net income (DNI)
  • Understand income in respect of a decedent (IRD)

NASBA & IRS Category of Study: Taxes

Level: Basic

Who Should Attend

  • Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Other Tax Preparers
  • Attorneys who need to understand Form 1041 preparation
  • Financial Planners
  • Finance and Accounting Professionals
  • Personnel in Accounting and Taxation Firms
  • Personnel in law firms dealing with tax issues
  • Small Business Owners
About Our Speaker(s)

Arthur Werner | Financial & Estate Planning SpeakerArthur Werner
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. Mr. Werner received his B.S. in Accounting and his M.S. in Taxat... More info

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    Event Title: How to Prepare Form 1041 After the Tax Cuts and Jobs Act of 2017
    Presenter(s): Arthur Werner

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