- About Us
- Contact Us
- Education and Events
- Job Board
- Membership
- Ask a Tax Question
Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms - 06-21-2024
Friday, June 21, 2024, 8:30 AM - 4:30 PM PST
Category: Tax Speaker
Date : June 21, 2024 Time : 08:30 am - 04:30 pm
Location : Residence Inn, 1229 Walla Walla Ave, Wenatchee, WA 98801, as well as Live Streamed
Room Block : $179/night+ taxes
Presenter :
Don has practiced law in both Iowa and Minnesota for over 40 years. He is currently in a solo law practice in Apple Valley, Minnesota, focusing on tax, estate planning, and small business organization and management. He was a CPA with the small and emerging business practice of then-Big 8 accounting firm Touche Ross in Bloomington, Minnesota, and he has served as the Vice President of Tax and CFO with various privately and publicly held companies. He also served as an advanced sales consultant with Securian Financial, Nationwide Financial, and Pacific Life Insurance Company’s Annuity and Mutual Fund division, providing advanced planning support for financial advisors on topics of financial and estate planning for small to medium-size businesses and wealthy individuals.
Don is actively involved in continuing education and other seminars for financial professionals and accountants, on topics related to tax issues for individuals and small businesses; current financial planning and asset transfer; and preparing for and living through retirement. Don is much sought after as a presenter of CPE for seminars sponsored by state societies of CPAs, CPA firms, and other providers of continuing education for financial professionals, and is a featured speaker at several national tax conferences.
Don earned a Bachelor of Science in general science from the University of Iowa in Iowa City, Iowa, and graduated from the University of Iowa College of Law with his Juris Doctorate. In addition to being a licensed attorney in Minnesota and Iowa, he maintains his license as a certified public accountant. He also attained the designations of Certified Financial Planner and Certified Retirement Consultant.
OverviewThis course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms. Major Topics:
Learning Objectives
Designed for:Accounting and Financial Professionals whose practice includes the preparation of fiduciary income tax returns PREREQUISITE:Experience with the preparation of income tax returns ADVANCED PREPARATION:None
Registration : Members : $350 - Early Bird $375 - Price Increase May 28, 2024 Non-Members : $400 - Early Bird $425 - Price Increase May 28, 2024 * includes lunch
Updated : April 22, 2024
Contact: WAATP Office - [email protected] - 509-993-2307 |