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PREPARING FORM 1041:

U.S. Income Tax Return for Estates and Trusts

A Live Two-Hour Audio Seminar from CCH

Tuesday, February 9, 2010 - 1 PM Eastern; Noon Central; 11 AM Mountain; 10 AM Pacific

Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!

Invite Colleagues, Customers, Prospects and Business Referral Sources to Join You!

Register Online
Using a Credit Card

Can’t Attend?
Order an Audio Recording

Email:  mailto:Seminars@cch.com

Phone: 800.775.7654

Learn How to Prepare Fiduciary Income Tax Returns

This convenient and timely two-hour audio seminar on Tuesday, February 9th addresses the preparation of Form 1041, the U.S. Income Tax Return for Estates and Trusts. Presented by noted estates and trusts practitioner, author and educator, Steven G. Siegel, J.D., LL.M., this session will provide an overview of the basic concepts and issues of fiduciary income taxation of estates and trusts and then give you a helpful line-by line analysis of what must be done to accurately complete Form 1041. Practical problems and the forms to address them will be provided. You won’t want to miss this Form 1041 program with Mr. Siegel, an outstanding speaker and presenter, and his practical tips and suggestions on preparing the fiduciary income tax return.

Ask the Expert. To reinforce your understanding and get help on your most pressing issues, you will have opportunities to ask questions directly to Mr. Siegel live over the phone or via e-mail during the program.

Program Topics

Among the topics to be addressed by Steve Siegel are:

  • Understand the Operative Documents
  • Overview of Basic Concepts and Issues
  • Income Items Reportable by Fiduciaries
  • Deductions Available
  • Tax Calculations, Credits and Payments
  • Distributions in the Year of Termination
  • Alternative Minimum Tax
  • Sample Practical Problems with Completed Forms, and more!

Learning Objectives

  • Gain a practical understanding of the fiduciary income taxation
  • Understand the parts and schedules that make up the Form 1041
  • Know how to compute taxable income for an estate or trust
  • Understand the treatment of distributions
  • Prepare accurate Form 1041 returns

SPECIAL BONUS

Register today for this insightful program on Tuesday, February 9 at 1 PM Eastern, Noon Central; 11 AM Mountain; 10 AM Pacific. 

About the Speaker:

Steven G. Siegel, J.D., LL.M. (Taxation)  

Steve Siegel is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a B.S. from Georgetown University, a J.D. from Harvard Law School, and an LL.M. in Taxation from New York University. He is the author of several books and is a nationally-recognized writer and speaker who has lectured extensively throughout the United States on tax, business and estate planning topics. Mr. Siegel has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.

 

How the Audio Seminar Works

CCH’s live audio seminars require nothing more than a telephone connection. For the single per-site fee, you can have an unlimited number of listeners at your site participate, get up to speed and in-the-know on important topics, and get special bonus publications included with the seminar. Handout materials are provided in PDF format that you can download and copy for all those who will participate in the seminar at your location.

Practice Development Tip! Invite colleagues, business referral sources, clients and prospects to your office to listen in and participate on this seminar with you. They’ll appreciate your invitation to hear directly about this important topic.

Visit CCHGroup.com/AudioSeminars for more audio seminar topics, dates and times!

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Earn CPE Credit

  • Two hours of CPE credit. One free CPE certificate for one person is provided with each site registration. CPE certificates are available for $25 each for each additional person wishing to receive CPE credit for their participation.
  • Course Level: Basic
  • NASBA Field of Study: Taxes
  • Prerequisites: None
  • Learn More About CCH’s NASBA Registration

Special Bonus

Firms registering for this audio seminar will receive as a bonus the following publication:

Order CD Recordings of CCH Audio Seminars

If you are unable to attend this upcoming event and would like to order a recording—or if you would like to order recordings of past CCH Audio Seminars, please visit the CCH Audio Seminar Archive Library today.

Pricing:

  • Site License: $249 — Registration includes one telephone connection at one location, one master set of handouts (with permission to make additional copies for the participants at your location), an unlimited number of people in one listening room can participate, and one seminar bonus publication per registered site.  Each Site License registration includes one free CPE certificate for one person at your site. Additional CPE certificates are available for $25 each for each additional person wishing to receive CPE credit for their participation.

  • CD Recording: $249 — The CD includes an audio recording of the event and handout materials in PDF format. Includes copy of seminar bonus publication with purchase. Available one week after the live audio seminar event. (Note: CPE credit is not available for the CD version of the presentation.)

  • Site License and CD Recording Package: $349 — This specially-priced package provides you with the Site License access to the live audio seminar event AND the CD Recording.

Our Guarantee

If for any reason you are not completely satisfied with this program, we will provide a full refund - no questions asked!

 

Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!

Need additional tax technical, accounting / auditing or financial and estate planning training and CPE?
See the CCH Learning Center at cch.learningcenter.com. Choose from more than 250 courses!!

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