Deductions, Gains, & Losses – Oh My! Navigating Trust Tax Filing 1 Credit
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How can you navigate the complexities of trust taxation and ensure compliance with IRS regulations?
Join us for an enriching webinar to demystify the intricate world of trust returns. Led by seasoned experts, this instructor-led session offers comprehensive guidance to empower attendees to navigate the complexities of trust taxation with confidence and proficiency.
Throughout the webinar, participants will gain invaluable insights into the essential components of trust returns, including income, deductions, gains, and losses. By understanding these crucial elements, attendees will be equipped to identify instances where filing a trust return is necessary, ensuring compliance with IRS regulations.
Moreover, this webinar goes beyond mere theory by providing practical guidance on preparing Form 1041, the cornerstone document in trust taxation. Participants will learn which questions to ask and what information to gather to complete Form 1041 accurately, thereby minimizing errors and maximizing efficiency in the filing process.
Key topics covered:
Don't miss this opportunity to enhance your expertise in trust returns and take your tax preparation skills to the next level. Join us and embark on a journey towards mastery in trust taxation!
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02232-24-S) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02232-24-S) | 1 CE | Approved |
| California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1805) | 1 CE | Approved |
| Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02232-24-S) | 1 CE | Approved |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02232-24-S) | 1 CE | Eligible |
| Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02232-24-S) | 1 CE | Approved |
| Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02232-24-S) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02232-24-S) | 1 CE | Approved |
| California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1805) | 1 CE | Approved |
| Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02232-24-S) | 1 CE | Approved |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02232-24-S) | 1 CE | Eligible |
| Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02232-24-S) | 1 CE | Approved |
| Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02232-24-S) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02232-24-S) | 1 CE | Approved |
| California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1805) | 1 CE | Approved |
| Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02232-24-S) | 1 CE | Approved |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02232-24-S) | 1 CE | Eligible |
| Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02232-24-S) | 1 CE | Approved |
| Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) 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 aintenance 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.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE Credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent.
Jessie Seaman, Esq & EA, is a licensed Florida attorney and IRS Enrolled Agent. Jessie brings over ten years of state and federal tax controversy and representation to Community Tax clients. Prior to joining Community Tax, she spent over seven years with a leading national tax resolution firm. She has overseen tens of thousands of tax resolution cases from the simplest financial privacy plans to the to the most complex business cases and high-profile celebrity clients.
Jessie is a Florida Native, growing up Boca Raton and moving to Tampa in 2000 for her undergraduate studies. While attending the University of South Florida, Jessie studied abroad in Costa Rica and eventually graduated with a double major: B.A. in Philosophy & B.A. in Political Science. In 2006, she was offered a scholarship from Florida Coastal School of Law in Jacksonville, FL, where she graduated with a Juris Doctorate in 2009. During law school, Jessie interned with the ACLU, worked at Learn to Read, a local non-profit advocating for adult literacy, and was chosen by the Florida Coastal Academic Success Department to mentor incoming students on how to be successful in law school.
Jessie is a member of the Florida Bar, Tax Section, National Association of Enrolled Agents (NAEA), CERCA, and National Tax Practice Institute Fellowship. She is a leading voice within the tax resolution community. Most recently she was asked to teach continuing education courses for the National Association of Accountancy (NSA) and be a lead Instructor at both national conferences for NAEA. She has also served as an adjunct professor teaching various courses including Business Law, State and Local Taxation, Contemporary Business Ethics, and an exam preparation class for the Enrolled Agents Examination. Jessie truly has a passion for tax controversy work and found her passion in this niche field because it is ever-evolving, applicable to all, and in many cases unfairly enforced. As the daughter of small business owners, she is especially passionate about helping business owners understand and overcome their tax challenges. Jessie even helped form and operate a pro bono tax resolution clinic in North Florida to assist those taxpayers who simply could not afford to hire professional representation for IRS and state tax issues.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
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.
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