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Thomson Reuters "Gear Up" Income Tax for Estates & Trusts - Form 1041 - Webinar
Friday, June 19, 2020, 8:00 AM - 4:30 PM PST
Category: Events

Thomson Reuters (formerly known as Gear Up) Income Tax for Estates & Trusts - Form 1041

Presented by Washington Association of Accounting and Tax Professionals and Thomson Reuters "Gear Up"

Friday, June 19th, 2020, Webinar

 "This seminar has the right mix of technical information, humor and relevant war stories. War stories in the sense that in my 45 years I have seen it all. I have seen what executors can do inadvertently, accidentally or even out of ignorance that will cause all kinds of problems. I will tell you some of the things that went wrong and how to fix them." - Charles Burdoin

Event schedule: 

  • Morning session, 8:00 am - 12:00 pm
  • Lunch break: 12:00 pm - 1:00 pm
  • Afternoon session: 1:00 pm - 4:30 pm

Speaker: "Gear Up" Presenter Charles Burdoin, CPA

CPE Credits: 8 IRS Approved Federal Tax Hours


The Gear Up Estates and Trusts seminar has been completely revamped and is better than ever. Your clients need your help planning their financial legacy. They trust you to prepare their taxes, so be prepared to assist them by knowing how to select the most tax-efficient fiscal year and be able to terminate the estate or trust to the best advantage of the fiduciary. 

 In this seminar, particular attention is centered on:

  • Form 1041 ( "Funny little return no one wants to prepare" - Charles Burdoin)
  • Deductions still available under TCJA
  • Probate and trust terminology
  • Fiduciary accounting (principle vs. income)
  • A thorough treatment of the income distribution deduction
  • An update on transfer tax
  • History of the estate tax
  • Troubleshooting difficult issues
You will be challenged and intrigued by this popular Gear Up course.


Short Video about Seminar:

"I can tell you what I would like to see next, it is you at my next seminar."  - Charles Burdoin 

Registration fee: 

WAATP members, $295

Non-members, $365

Join WAATP today to receive a discount. 

Note: The price will increase on June 5, 2020


Contact: WAATP Office - [email protected] - 509-993-2307