Bundle: On-Demand Trust Series3 Courses
This bundle includes three courses focusing on estate and trust tax planning and preparation. These courses are taught by attorneys practicing in California and New York.
Reading the Trust Instrument (2022)5.0 average rating (1 review)
Trust instruments are legal documents that must be properly interpreted to prepare accurate Form 1041 Fiduciary Income Tax Returns. We examine the common provisions and people involved in an irrevocable trust and how they interact on the tax return.
Estate Planning Basics for Tax Professionals
Learn the basics of estate planning that tax professionals should know, including trusts useful for estate tax planning purposes and others that can meet client needs including IRA Conduit Trusts, special needs trusts, bypass trusts, among others.
Fiduciary Tax Return Preparation
This course provides an introduction to Subchapter J of the Internal Revenue Code and the income taxation of estates and trusts. Participants will learn how to prepare basic estate, grantor trust, and nongrantor trust tax returns.