1804 NE 43rd Ave, Portland, OR 97213

Contact Us: (503) 282-7247

Live Seminar

Date: October 23, 2020
Time: 08:00 am - 04:30 pm
Cost: $175.00 to $245.00
Event Category: Taxes
Phone: (503) 282-7247
Email: info@oaia.net

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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.

2020 Trusts and Estates - 1041's Live Streaming Webinar

Event Description

Form 1041 - Trusts and Estates Live Streaming Webinar

Due to the COVID-19 Pandemic, the OAIA Board has decided that it would be best for everyone to offer this seminar as a live streaming webinar.  It will still be taught by TaxSpeaker, but you can mainain your social distancing and take it in the comfort of your own office or home via a webinar.  You will register and pay your fee to OAIA the same as an in person seminar and than a few days prior to the webinar, you will receive links to the webinar, e-book, and the slides.  If you would like a printed manual shipped directly to you, select Printed Manual under Food Options drop down.

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 : $245.00

Past Seminar.