The Preparation of Form 1041 - Understanding the Entities (2 hours)

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Apr 16, 2020

Registration: 2:30 PM / Program: 3:00 PM - 5:00 PM


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


Tax compliance issues for fiduciary entities are sometimes confusing to practitioners due to the fact that many lack experiences in this area. This course, the first of a three-part series, provides the practitioner with a practical understanding of the basic issues of estates and trusts. This knowledge will allow the practitioner to understand the basics of entities and the reasoning behind Subchapter J of the Internal Revenue Code.  Understanding entities will allow the practitioner to start their understanding of tax compliance in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041).

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to

Designed For

CPAs, EAs, Attorneys, and other Tax Practitioners


  • To provide an overview and guide to understanding the basic issues of estates and trusts  

Major Subjects

  • Specific issues regarding a decedent’s estate
  • Specific issues regarding a trust
  • Classification of trust entities
  • Understanding various fiduciary issues
  • Understanding estate documents

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email