Content Provider
Keebler logo

Ea credits middle
Tsheets middle
Self-Study CPE
OFFER IN COMPROMISE BASICS AND TECHNIQUES
View Details/Register
IRS SECTION 1031 - UNDERSTANDING LIKE KIND EXCHANGES
View Details/Register
ANNUAL TAX SEASON UPDATE - 2017
View Details/Register
NEW FLSA REGULATIONS: 3 THINGS YOU CAN DO TO AVOID A WAGE AND HOURS LAWSUIT
View Details/Register
1099s: 2016 CRITICAL CHANGES TO DEADLINES AND PENALTIES
View Details/Register
AVOID TAX PRACTICE MISTAKES - APPEALS, TECHNICAL ASSISTANCE, P & I - PART II
View Details/Register
HOW THE IRS DETERMINES UNREPORTED INCOME
View Details/Register
CHURCHES AND MINISTRIES: UNDERSTANDING TAX ISSUES & IRS ENFORCEMENT GUIDELINES
View Details/Register
§1031 EXCHANGE SOLUTIONS & INVESTING IN PRIVATE PLACEMENTS
View Details/Register
FEDERAL TAX UPDATE: TOP DEVELOPMENTS OF 2015-2016
View Details/Register
Form1041 keebler

FORM 1041: UNIQUE ASPECTS TO TAX ACCOUNTING FOR TRUSTS AND ESTATES

Available Date(s) Monday, October 9, 2017

Start Time
04:00PM EDT

Cost Free   CPE Credits 2.0 hours    2 hours for EAs (Federal Tax): Course Id# - HURS9-T-00161-17-O  Subject AreaTaxes  Course LevelIntermediate  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent 
Course Description

Even if you are helping clients with a modest net worth, most will set up a inter vivos or testamentary trust or at least their estate will have to file an income tax return. This course is therefore helpful because there are many unique aspects to tax accounting for trusts and estates. For example, fiduciary accounting is a unique concept and many other deductions are subject to a different set of rules compared to individuals. This course will help you learn specialized knowledge and provide your clients with greater value.

Learning Objectives

  • Types of trusts for income tax purposes.

  • Fiduciary accounting.

  • 3.8% Net Investment Income Tax & the passive activity rules.

  • Various special deductions.

  • QSST and EBST elections.

Testimonials

"Best 2 hours I have spent! Excellent and informative."

"Bob gave a very good presentation. The information will be useful"

"Bob Keebler is a tax pro, spoke fluently and covered the trust tax area like the marines hit the beach. superb and powerful presentation. just the right amount of background info for each major topic or area of his seminar. a must take for all tax pros, new or veteran."

"Bob Keebler is my favorite!! So nice to see CPAacademy.com get Bob Keebler to present."

"Bob Keebler is the go to expert regarding taxation and planning of estates and trusts. CPA Academy is to be commended on having such a terrific presenter and I look forward to attending additional webinars at CPA Academy!!!"

"Bob Keebler was terrific. look forward to his webinars in the future. Thank you again."

Keebler logo Linkedin

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

Irs

EA Approved

CPAwebengage, Inc. (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary. <br/><br/> <strong>CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211</strong>