Form 1041 & Trust Income Tax Planning Essentials 2 Credits
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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:Â
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.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02391-25-S) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02391-25-S) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1937) | 2 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Taxation for Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02391-25-S) | 2 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 2 CE | Eligible |
| Estate Planning for Trust and Estate Practitioners (TEP) | 2 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2 CE | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02391-25-S) | 2 CE | Eligible |
| Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 2 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02391-25-S) | 2 CE | Approved |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| Taxes for CIPM | 2 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02391-25-O) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02391-25-O) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1937) | 2 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Taxation for Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02391-25-O) | 2 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 2 CE | Eligible |
| Estate Planning for Trust and Estate Practitioners (TEP) | 2 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2 CE | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02391-25-O) | 2 CE | Eligible |
| Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 2 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02391-25-O) | 2 CE | Approved |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| Taxes for CIPM | 2 PL | Eligible |
Credits
2
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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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.
Need to meet your Enrolled Agent (EA) Continuing Education (CE) requirements? MYCPE ONE has you covered. Our Online EA CE courses make it easy to earn credits while expanding your expertise in tax regulations and practices. Stay ahead with the latest updates and in-depth insights designed to keep you at the top of your field. With flexible scheduling and a user-friendly platform, MYCPE ONE offers a convenient, interactive learning experience. Start advancing your career today!
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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