1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Details
Date: October 21, 2021
Time: 08:00 am - 04:30 pm
Cost: $230 to $300
Event Category: Taxes,Accounting,Business Tax,Computer Science,Ethics,Personal Tax,Practice Management
Organizer
OAIA
Phone: (503) 282-7247
Email: info@oaia.net
Venue
Holiday Inn - Portland South
25425 SW 95th Avenue
Wilsonville, OR 97070 US
+ Google Map
Phone:
503-682-2211
Website:
Visit Venue Website
Speaker

Bill Leonard, CPA, CFFA
Bill
Bill Leonard CPA, CFFA holds licenses and memberships in Massachusetts, Rhode Island, Alaska and Singapore. He is the sole shareholder of W.A. Leonard & Company, P.C. and PT W.A. Leonard employing sixteen multi-lingual professionals that focus on meeting the needs of small businesses, individuals and fiduciaries. A graduate of Bentley University and Babson College, Bill has been in practice since 1981. He has over twenty years of college and seminar teaching experience.

2021 In Person 1041's for Trusts & Estates


HURRY - EARLY PRICE ENDS SOON !!

Early price for members : $230 / After July 14, 2021 : $ 260
Early price for non-members : $300 / After July 14, 2021 : $ 330

Event Description

In Person 1041's for Trusts & Estates Seminar

If signing up for both days, make sure you register for the package!!!!

This will be an in person, socially distanced, seminar.

This course is written and taught by practicing CPA and national trust and estate tax expert Bill Leonard CPA from the point of view of an actual practitioner.  Beginning with a discussion of when returns are required, we guide participants through the 1041 preparation maze while providing hands-on guidance from a real, expert practitioner reagarding types of trusts, return preparation, compliance, allocations and distributions.  Updated for the newest estate planning rules under President Biden, the course also discusses administration and accounting in 1041's and practical advice throughout the day.

 

Additional Information
Course Objective

Upon completion of this course, you will be able to properly report amounts on clients’ Form 1040 returns that appear on various 3rd party forms, properly prepare Form 1040 and its various schedules; properly file the above forms with Form 1040 when required; Determine if clients qualify to take various credits on their 1040 returns to reduce taxable income; Properly deduct disaster losses on Form 1040; Provide clients with methods of saving for their children’s college education and determine if they qualify for various education credits and deductions to reduce taxable income; Prepare to handle IRS audits of your clients; Comply with the requirements imposed by the Circular 230 regulations; Advise clients who are members of the military on special taxation rules.

CPE Hours : 8
Level : Intermediate
Prerequisites : 2-4 years of tax preparation
Field Of Study : Taxes

Price for members : $230
Price for nonmembers : $300


Copyright © 2016 OREGON ASSOCIATION OF INDEPENDENT ACCOUNTANTS