Date: 06/09/2025
Time: 12:00 PM - 4:00 PM EST
CPE Credit: 4 hours

This 4-hour webcast is designed to provide tax professionals with a general overview of U.S. Income Tax Return for Estates and Trust

Topics Covered:

● What's new

●General reminders

●Various related definitions

●Who must file

●When to file

●Who must sign

●Accounting methods

●Accounting periods

●Estimated tax rules

●Various related Forms

●Nonexempt charitable and split-interest trusts

●Initial return, amended return, etc.

●Selected income items

●Selected deduction items

●Income distribution deduction

●Tax computation and payments

●Net investment income tax (NIIT)

●Various related topics.

Learning Objectives:

●Provide tax practitioner with practical information to assist clients in handling unique tax aspects of estates and trusts

●Provide tax practitioner with information to properly file the U.S. Income Tax Return for Estates and Trusts

●Provide tax practitioner with various tips helpful in avoiding conflict with taxing authorities