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The Complete Guide to the Preparation of Form 1041

Friday, December 6
 8:45am - 4:15pm

(Check-In )

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8.00 Credits

Member Price $274.00

Price will increase by $35 after 11/29

Non-Member Price $399.00

Price will increase by $35 after 11/29


Tax compliance issues for fiduciary entities are sometimes confusing to practitioners since many lack experience in this area. This course provides the practitioner with a practical understanding of the issues involved in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041).


At the end of this course, you will be able to:

  • Recognize the components of the U.S. Income Tax Return for Estates and Trusts (Form 1041).
  • Highlights

  • How to prepare a Form 1041
  • Specific issues regarding a decedent's estate
  • Specific issues regarding a trust
  • Understanding the basics of Subchapter J of the Internal Revenue Code
  • How to comply with the tax compliance issue
  • Case studies regarding reading an estate document
  • Understanding of distributable net income (DNI)
  • Understanding of income in respect of a decedent (IRD)
  • Line-by-line instruction
  • Designed For

    CPAs, EAs, and attorneys






    By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.


    Leader Bios

    Arthur Werner, President, Werner-Rocca Seminars, Ltd.

    Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.

    In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.

    Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

    Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

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    Non-Member Price $399.00

    Member Price $274.00