Form 1041: Income Taxation Of Trusts & Estates

Form 1041: Income Taxation Of Trusts & Estates
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Keebler & Associates, LLP
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
IRS EA - 1 credit
Program Id: 862063747

As a fiduciary advising consumers, you need to know about trusts and estates subject to federal income tax. Compliance requires understanding concepts covered in this class, including:

simple versus complex, grantor, and charitable trusts
taxable income versus fiduciary accounting income
distributable net income (DNI)
IRC 663(b), aka "the 65-day rule"


Robert Keebler, CPA/PFS, earned an average rating of more than 4.8 out of five stars from A4A members in his last 12 monthly sessions. Bob, who has taught legal and accounting professionals about taxation of individuals for three decades, will speak for 50 minutes and then answer questions. Bob teaches at a fast-pace and questions are strongly encouraged.


To collaborate deeply with Bob, subscribe to a free trial of our client education platform.

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.

This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, IRS EA CE, CFP® CE, PACE credit toward the CLU® and ChFC® designations and live CPA CPE credit.

 


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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good basic info

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Bob, thanks for keeping all of us on our toes with the technical explanations and illustrations regarding taxation of trusts and estates. You correctly point out that much of this is above most people's heads, and to be cautious about giving out advice on anything, especially something specific in terms of deadlines, filings, etc. Thank you also for mentioned the NUA issue for company stock, something which is always a bit esoteric and can easily elude an adviser (and the entire team as well).

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Great, as always.

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