1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Date: September 19, 2024
Time: 08:00 am - 04:30 pm
Cost: $300.00 to $370.00
Event Category: Taxes,Accounting,Business Tax
Phone: (503) 282-7247
Email: info@oaia.net
Live Streaming Webinar

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Bill Leonard, CPA, CFFA
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.

2024 1041's for Trusts & Estates Webinar

Event Description

1041's for Trusts & Estates Seminar

Webinar Only

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


When it comes to protecting and optimizing your client's trusts and estates, trust TaxSpeaker's expertise.  Our 1041's for Trusts and Estates course is led by Bill Leonard, CPA, who is not only a practicing tax professional but also is TaxSpeaker's expert on trust and estate matters.

Beginning with a discussion of when returns are required, he guides participants through the 1041 tax preparation maze with hands-on guidance regarding types of trusts, return preparation, compliance, allocations, and distributions.  In addition, we've taken care to update this course with 2023 and 2024 changes to estate planning rules, administration, and accounting in 1041's plus practical tips to plan thorughout 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 includes identification of duties of the fiduciary, characteristics of other types of trusts, purpose of the probate court and income distribution deduction, and options for IRA's inherited by a spouse. 


Additional Information
Course Objective

Upon completion, attendees will also have thorough competence to determine qualifiers of a grantor trust, how to compute amortization allowances, what qualifies as IRD, and the advantages of revocable living trusts

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

Price for members : $300.00
Price for nonmembers : $370.00