Form 1041 & Trust Income Tax Planning Essentials 2 Credits
Learning mode
The tax laws governing trusts and estates can be complex, but with a thorough understanding of fiduciary responsibilities, you’ll gain the confidence needed to manage these sophisticated tax matters effectively.Â
This CE course will take you step by step through the essential tax planning strategies, from grantor trusts to complex filings. You'll learn how to optimize tax outcomes while staying compliant with the latest tax reforms. Whether you're a tax professional or just getting started, this course will provide the tools you need to succeed. You’ll also learn about recent updates to fiduciary tax laws, Form 1041 reporting requirements, and specific compliance guidelines. With practical insights and real-life applications, this course is designed to make fiduciary tax planning clear and actionable.Â
Major topics covered:
Join this CE course, it is your chance to gain a solid foundation in fiduciary tax. Equip yourself with knowledge to confidently handle Form 1041 filings and tax planning.Â
For more IRS CE Courses, Click here.
Credits
2
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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.

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How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
Feb 27, 09:00 AM ET
Feb 27, 09:30 AM ET
Feb 27, 10:00 AM ET
.webp "Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)")
Feb 27, 10:00 AM ET
.webp "Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs")
Feb 27, 10:00 AM ET
.webp "Best Tax Return Workshop On S Corporation (1120S)")
Feb 27, 11:00 AM ET
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