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Trusts/Estates Form 1041 Workshop - Lakewood

Member Price $165

Non Member Price $195

Our first speaker is Nina Tross, EA, MBA, from the National Society of Tax Professionals.

For nearly 30 years, NSTP has endeavored to support the tax professional community with top quality education delivered by knowledgeable, accomplished instructors. Instructors teach not only about the tax law but how to apply complex tax rules to an individual client's situation.

Fearless and confident throughout her 20+ years, Nina as an independent accountant and tax professional in Chandler, Arizona.. With demonstrated expertise in tax planning, compliance, and small business development and management, she has earned a reputation for helping her clients to also become successful. She attributes business success to solid business vision and strategy, a sound financial roadmap, and a network of trusted advisers — combined, of course, with hard work, tenacity, integrity, and professionalism. Nina has been teaching NSTP classes over the past ten years. More than 90% of her tax credential exam preparation students have passed the exam on the first try.

Course Description:

This course covers tax issues involved in the death of an individual taxpayer. It discusses the requirements for filing a Form 1041 and introduces the accounting required for "Income in Respect of a Decedent" IRD and "Deductions in Respect of a Decedent" DRD. This course will include the importance of choosing the proper filing status for the year of death and elections available to the personal representative for the "final Form 1040". It will discuss the tax implications of account balances after death for IRAs, HSAs, etc. and the tax issues of an Estate and Survivors.

Learning Objectives After completing the program, participants will be able to:

Identify the important tax issues for preparing the final Form 1040 of a decedent
Identify which income is reported on the final Form 1040 and the Form 1041
Distinguish between an estate and a trust and the different tax considerations for each entity
Introduce the personal representative to the requirements for filing an Estate or Trust Fiduciary Income Tax return Form 1041 and the impact, if any, on the beneficiaries

Your lunch is included in your seminar price. Take advantage of this valuable networking time with your colleagues while enjoying delicious food! (If you have special food needs, please inform us at the time of registration. Thank you.)

        Registration:                   7:30 a.m.
        Workshop begins at        8:00 a.m.
        Lunch (included)             12:00-1:00 p.m.
        Workshop Adjourns; 4:30 p.m.

If you have questions regarding this seminar, membership, or other questions, please contact our office at 303-452-8227 or (800) 578-4451 or email us at office@coloradoaccountant.org

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Trusts/Estates Form 1041 Workshop - Lakewood