Total Credits: 4 including 2 Taxes - Technical, 1 Accounting - Technical, 1 Auditing - Technical
This program gives an introduction to fiduciary (book) accounting, the allocation of receipts and disbursements between income and principal under the Uniform Principal and Income Act, including how it impacts the calculation of the income distribution deduction for complex trusts on the Form 1041. Critical issues concerning preparing client's Form 1041 will be addressed, with a focus on the impact of the new Section 199A 20% deduction on trusts, estates and beneficiaries.
Upon completion of this course, you will be able to:
|Important Course Information_Read First (487.5 KB)||Available after Purchase|
|Accounting and Tax Planning for Estates and Trusts Handout (5.5 MB)||Available after Purchase|
Doug Van Der Aa, CPA, JD, is a lively and energetic speaker on the subject of taxes and ethics, and has extensive experience in leading discussions for conferences, seminars and webinars. He is a highly rated speaker and seminar leader for state CPA societies and other organizations throughout the country.
Van Der Aa has more than 25 years of experience, including tax practice in CPA firms and the practice of transactional business and real estate law as an attorney. His practice concentrated on the tax needs of closely held businesses, with their related pass-through entities, complex individual returns, estates and trusts.
Van Der Aa taught for 10 years as an adjunct instructor and for one year as assistant professor of accounting and taxation for Grand Valley State University’s Seidman College of Business, where he taught in both the undergraduate and MST programs.
Doug Van Der Aa, CPA, JD
Basic working knowledge of estate and trusts.
Please contact Anne Taylor for any complaints. firstname.lastname@example.org, (972-377-8199).
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