NEBRASKA SOCIETY OF
Certified Public Accountants
SERVING NEBRASKA AND ITS CPAS SINCE 1928
1041 Preparation of Estates and Trusts
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Online Registration Form

Date: August 27, 2019
Location: German American Society, Omaha
Course Time: 8:30 AM to 4:30 PM
Registration Begins: 8:00 AM
Summary
This program examines the critical issues, rules, and special opportunities when preparing your clients Form 1041 U.S. Income Tax Return for Estates and Trusts. Learn what is considered taxable income; filing requirements and deadlines; and the impact of the 3.8 percent Medicare surtax on net investment income. The course will also highlight the 10 Principles of Tax Accounting for Trust Income.
Objectives
* Provide a working knowledge of tax rules and guidelines of estates and trusts. * Discuss planning and potential pitfalls.
Highlights
* 2019 rates and brackets. * Calculating a trust's AGI. * Filing requirements, deadlines and penalties. * 3.8% "Medicare" surtax on Net Investment Income (NII). * Section 643 (g) Election. * Taxable income of trusts, estate and beneficiaries. * Deductions. * Distributions
Who Should Attend
Experienced CPAs who work with trusts and estates.

Course Level Intermediate
Prerequisites A basic working knowledge of Form 1041.
Course IDTPET
Discussion LeaderDouglas Van Der Aa, CPA, Van Der Aa Tax Ed, LLC
CPE Credit8
Additional Information: Parking and lunch are provided on-site.
Fee: $265 - Society Member
$315 - Society Nonmember
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635 S. 14TH ST. SUITE 330
LINCOLN, NE 68508
(402) 476-8482
(800) 642-6178
(402) 476-8731