Form 1041 Reporting Requirements 2017

Topics

• What is the difference between a Grantor Trust and other Trusts
• Preparing Form 1041
• Calculating distributable net income
• Taxable income
• Deductions
• Allocating income between trust and beneficiaries
• Reporting rules
• Selecting a year end

Who should Attend

• CFPs
• CPAs
• Estate Planners
• Enrolled Agents
• Tax Attorneys and other professionals who advise clients on tax, retirement and estate planning and other wealth management matters
• Bank Trust Officers