Image of The Preparation of Form 1041 – Understanding the Law (Subchapter J of
Live Webcast Replay

The Preparation of Form 1041 – Understanding the Law (Subchapter J of the Internal Revenue Code)

Total Credits: 2 including 2 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  ACPEN Tax Institute |  Tax |  IRS Approved
Arthur Werner
Course Levels:
2 Hrs
Product Type:
Live Webcast Replay
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Tax compliance issues for fiduciary entities are sometimes confusing to practitioners due to the fact that many lack experiences in this area. This course, the second of a three-part series, provides the practitioner with a practical understanding of Subchapter J of the Internal Revenue Code (income taxation of estates and trusts).  Mastering this section of the Internal Revenue Code areas will allow the practitioner to start their understanding of tax compliance in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041).


**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

Basic Course Information

Major Subjects
  • Understanding the basics of Subchapter J of the Internal Revenue Code
  • Understanding income issues
  • Understanding deduction issues
  • How to comply with the Affordable Care Act tax compliance issue
  • How the Tax Cuts and Jobs Act issues are dealt with

Learning Objectives
  • To provide an overview and guide to understanding Subchapter J of the Internal Revenue Code

Course Materials


Arthur Werner Related seminars and products: 25

Werner-Rocca Seminars, Ltd.

Arthur Joseph Werner, JD, MS (Taxation), is the president and is a
shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr.
Werner’s lecture topic specialties include business, tax, financial and
estate planning for high net worth individuals.
In addition, Mr. Werner is an adjunct professor of taxation in the Master of
Science in Taxation program at the Philadelphia University.
Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from
Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial
Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.


Mon, Sep 09, 2019 - 10:00a to 12:00p CDT
Sat, Sep 21, 2019 - 12:00p to 02:00p CDT
Wed, Oct 09, 2019 - 02:00p to 04:00p CDT
Mon, Oct 21, 2019 - 08:00a to 10:00a CDT
Sat, Nov 02, 2019 - 10:00a to 12:00p CDT
Tue, Nov 26, 2019 - 08:00p to 10:00p CST
Mon, Dec 09, 2019 - 12:00p to 02:00p CST
Wed, Dec 18, 2019 - 02:00p to 04:00p CST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, EAs, Attorneys, and other Tax Practitioners
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 02/18/2019
Original Recording Date 02/26/2019

Additional Information

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

Promo Video



Overall:      4.7

Total Reviews: 17


SANDRA G - TROY, Michigan

"Enjoyed the webinars. Seem to be preparing more and more 1041's!"

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