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About
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.

2 IRS CE/2 CTEC CE/2 NASBA CPE*

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*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

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