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Live Webcast Replay

Guide to Preparing Form 1041 for Estates and Trusts

Total Credits: 4 including 4 Taxes - Technical

Average Rating:
Not yet rated
Categories:
ACPEN Industry Institute |  IRS Approved |  Tax
Speaker:
Doug Van Der Aa, CPA, JD
Course Levels:
Intermediate
Duration:
4 Hours
Product Type:
Live Webcast Replay
License:
Expires 30 day(s) after program date.
Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.
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Description

This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn what is considered taxable income; filing requirements and deadlines; impact of the 3.8 percent Medicare surtax on net investment income; and the 10 principles of tax accounting for trust income.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.

Basic Course Information

Learning Objectives
  • Apply the most recent tax rules and guidelines when preparing client estates and trusts returns
  • Identify planning ideas and potential pitfalls

Major Subjects
  • Current rates and brackets
  • Calculating a trust's AGI
  • Filing requirements, deadlines and penalties
  • 3.8% Medicare surtax on net investment income (NII)
  • Simple vs. complex trusts
  • Grantor Trusts: Four options to report activity
  • Section 643 (g) Election
  • Taxable income of trusts, estate and beneficiaries

Course Materials

Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) Available after Purchase
IRS CE Credit Request Form (544.8 KB) Available after Purchase

Speaker

Doug Van Der Aa, CPA, JD's Profile

Doug Van Der Aa, CPA, JD Related Seminars and Products

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.

Dates

Thu, May 08, 2025 - 09:00am to 01:00pm CDT
Sat, May 17, 2025 - 10:00am to 02:00pm CDT
Thu, Jun 12, 2025 - 09:00am to 01:00pm CDT
Sat, Jun 21, 2025 - 10:00am to 02:00pm CDT
Tue, Jun 24, 2025 - 06:00pm to 10:00pm CDT
Sat, Jul 12, 2025 - 11:00am to 03:00pm CDT
Tue, Jul 29, 2025 - 06:00pm to 10:00pm CDT
Tue, Aug 12, 2025 - 06:00pm to 10:00pm CDT
Fri, Aug 29, 2025 - 09:00am to 01:00pm CDT
Fri, Sep 12, 2025 - 11:00am to 03:00pm CDT
Mon, Sep 22, 2025 - 09:00am to 01:00pm CDT
Thu, Oct 09, 2025 - 09:00am to 01:00pm CDT
Sat, Oct 18, 2025 - 11:00am to 03:00pm CDT
Wed, Nov 12, 2025 - 11:00am to 03:00pm CST
Tue, Nov 25, 2025 - 05:00pm to 09:00pm CST
Thu, Dec 11, 2025 - 09:00am to 01:00pm CST
Sat, Dec 20, 2025 - 11:00am to 03:00pm CST
Tue, Dec 30, 2025 - 06:00pm to 10:00pm CST
Thu, Jan 08, 2026 - 09:00am to 01:00pm CST
Wed, Jan 21, 2026 - 11:00am to 03:00pm CST
Thu, Feb 12, 2026 - 11:00am to 03:00pm CST
Thu, Feb 26, 2026 - 05:00pm to 09:00pm CST
Thu, Mar 12, 2026 - 09:00am to 01:00pm CDT
Tue, Mar 31, 2026 - 06:00pm to 10:00pm CDT
Thu, Apr 09, 2026 - 09:00am to 01:00pm CDT
Sat, Apr 25, 2026 - 11:00am to 03:00pm CDT

Additional Info

Basic Course Information

Advanced Preparation None
Course Developer

Van Der Aa Tax Ed, LLC


Designed For Experienced CPAs working with estates and trusts
Yellow Book No
Original Recording Date

05/25

 


Prerequisites A basic working knowledge of Form 1041 and estates and trusts
Date Added to Catalog 3/15/2025

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com, (972-377-8199).
Course Registration Requirements Online Registration
Instructional Delivery Method Group Internet Based
Official Registry Statement Business Professionals' Network, Inc. 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
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

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