Unlock the essentials of tax and estate planning through the lens of fiduciary reporting. This comprehensive webinar will guide you through the design and function of trusts, the different types of trusts and how each impacts IRS Form 1041, and the tax implications that follow.
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-
CTEC Course #: 6248-CE-
When?
Tuesday, July 8, 2025 · 3:00 p.m.
Eastern Time (US & Canada)
Duration: 2 hours
Price
$79.00
Language
English
Who can attend
Everyone
Dial-in available? (listen only)
Not available.
Agenda
Fundamentals of tax and estate planning
Trust design and the practical functions of various types of trusts
Key Form 1041 issues for different trust structures
How trusts interact with the Generation-Skipping Transfer Tax (GSTT)
Understanding the basis of trust assets
Completion of Form 1041 and Schedule K-1
Tax implications and procedures for the termination of a trust
Hosted By Tax Practice Pro
Tax Practice Pro is a nationwide provider of live and webinar based Continuing Education. We help tax professionals grow.
Learn more at TaxPracticePro.com
Jaye E Tritz, EA, CFP ® holds a bachelor’s degree from Northwestern University and has
recently retired from active tax practice. She was formerly a multi-unit franchise owner
with H&R Block, having been twice honored as National Franchisee...