Advising Families On Form 1041 For Trusts & Estates, Bob Keebler’s August 2022 Tax Class

Robert Keebler
Thursday, August 18, 2022 4PM EST
CFP® Live CPA IWI IRS EA
Program Id: 519893067
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Almost every single one of your clients will be required to file IRS Form 1041 to settle trusts or an estate.
 
Trusts and estates are subject to federal income taxation, of course, and an entire subchapter of the U.S. Tax Code is devoted to the unique set of applicable rules. The lengthy rules are complicated by the interaction with state laws as well as the individual situation of each member of a family.
 
This class covers concepts a financial advisor must understand to provide families valuable advice after the death of a loved one. It equips practitioners with knowledge needed to advise families at a difficult time and build relationships with the next generation. Specific topics include:
 
● The types of trusts for income tax purposes: simple, complex, grantor, charitable
● The general bracket structure and various thresholds where tax increases
● Fiscal year planning for estates; pushing the CPA to be proactive
● Taxable income vs. fiduciary accounting income
● Tax consequences of distributions and helping clients avoid the unexpected
● How to use distributable net income (DNI) & the IRC 663(b) “65-Day” Rule to benefit your clients
● A wealth advisor’s role in working with legal and tax advisors

 

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), is a partner at Keebler & Associates of Green Bay, Wis. For over three decades, Bob has been a pre-eminent educator of CPAs on personal financial planning and taxation. He's taught monthly on A4A for 13 years. Actionable tax advice is taught in a clear, concise, high-energy style makes Bob Keebler unique among tax and financial planning professional educators.

 

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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Great stuff!

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