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"Have you ever pondered the secrets behind long-lasting financial legacies? What if you could navigate the intricate world of trusts and estates with confidence?
This CPE Session delves into the intricacies of preparing Form 1041, the U.S. Income Tax Return for Estates and Trusts. This course begins by outlining the motivations for creating trusts, emphasizing their role in estate planning, tax minimization, and income management. The presentation covers essential tax planning considerations, including income shifting, distribution timing, and administrative expense deductions.
This course provides insights into the selection of tax years for estates, stressing the importance of strategic choices for tax optimization. The CPE Session elaborates on filing requirements, due dates, and the significance of estimated tax payments. Capital gains and qualified dividends are discussed in relation to income thresholds for both 2022 and 2023.
The concept of Distributable Net Income (DNI) is elucidated, emphasizing its role in determining beneficiaries' tax liabilities. This session will address the effects of Net Operating Losses (NOL) and capital losses, providing clarity on their treatment and impact on tax liability. The CPE Session also briefly touches on additional forms and state tax considerations, offering a holistic perspective. It concludes with best practices, urging professionals to read trust agreements thoroughly and engage in proactive tax planning before year-end, ensuring a practical and comprehensive grasp of trusts and estates.
Major Topics Covered:
Join Larry Pon, a luminary in the financial realm, as we navigate the complexities of trusts and estates, unraveling the secrets to financial empowerment and legacy planning. Get ready to elevate your expertise and embark on a journey toward financial mastery!
Owner, Pon & Associates
Lawrence Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA
Mr. Pon has been in tax practice since 1986 and speaks regularly to tax professionals and financial advisors on the latest tax planning and preparation topics.
Mr. Pon enjoys helping his clients reach their financial goals through comprehensive tax planning and financial planning.
Mr. Pon received his BS in Business Administration (Accounting & Finance) from UC Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Duration
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 maintenance 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 through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
160 Ratings
Excellent
101
Very Good
49
Average
5
Poor
0
Terrible
0
JT
Dec 14th, 2023
Excellent presentation by Larry; great lower level self study taking information to form.
FS
Dec 29th, 2023
The program was good; it presented very complex information in an understandable way.
MB
Dec 21st, 2023
This was a great Trust Webinar and I am recommending it to my staff as well
ER
Dec 30th, 2023
Excellent webinar to gain knowledge of the 1041 and how to complete it!
MJFF
Jan 11th, 2024
I enjoyed the short refresher course.
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