1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Details
Date: October 25, 2019
Time: 08:00 am - 04:30 pm
Cost: $175.00 to $260.00
Event Category: Taxes
Organizer
OAIA
Phone: (503) 282-7247
Email: info@oaia.net
Venue
Holiday Inn - Portland South
25425 SW 95th Avenue
Wilsonville, OR 97070 US
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Phone:
503-682-2211
Website:
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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.

2019 Trusts and Estates - 1041's


HURRY - EARLY PRICE ENDS SOON !!

Early price for members : $175.00 / After July 17, 2019 : $ 190.00
Event Description

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 actual practitioners.  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 regarding types of trusts, return preparation, compliance, allocations and distributions.  Updated for the TCJA of 2018 and the latest laws in 2019, the course also discusses administration and accounting in 1041's and practical planning advice throughout the day.

 

Additional Information
Course Objective

Upon completion of this course, you will be able to-Apply the latest updates and walk clients through the latest changes to the tax laws; Explain the various types of trusts to clients and provide advantages and disadvantages of each; Properly handle the accounting for trusts and estates; Properly report various types of income on most Form 1041 trust and estate returns; Properly include various types of expenses on most Form 1041 trust and estate returns; File various items affecting Form 1041 trust and estate returns including Schedule I form AMT, estimated tax payments, and extensions; Utilize techniques to avoid entity level tax; and more.

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

Price for members : $175.00
Price for nonmembers : $260.00


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