1041 U.S. Income Tax Returns for Estate & Trusts

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Gear-Up’s estates and trusts course has been completely revamped. With the estate tax exemption so high now, there will be fewer Forms 706 filed. However, almost every client in our practice will require a Form 1041 at death. So, this year the emphasis is on that funny little tax return that no one wants to prepare. We will de-mystify Form 1041. Areas covered will be general probate and trust terminology, decedent’s final tax return and fiduciary accounting (principal vs. income). Form 1041 will be addressed in detail including, deductions, rental income, basis and capital gain issues as well income distribution deduction.  Also covered will be 645 elections, terminations, and the impact of TCJA.

Speaker: Charles Burdoin, CPA

Charles Burdoin, CPA, is a graduate of California State University, East Bay. He has been licensed since 1975 and has been a sole practitioner in the Greater Oakland/East Bay area since 1978. His practice emphasizes individuals, estates, and trusts. He served six years on the board of directors of the Tri-Valley Estate Planning Council and was a part-time accounting and tax lecturer at Las Positas College in Livermore.

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East Windsor, NJ


Wed. Sept. 25