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Friday, June 11, 2021 Live Webcast

Guide to 1041 Preparation of Estates & Trusts (X4-3307220)

3:00 PM - 5:00 PM EDT

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2.0 CPE Credits in TX


This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn what is considered taxable income; filing requirements and deadlines; impact of the 3.8 percent Medicare surtax on net investment income; and the 10 principles of tax accounting for trust income. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to


Experienced CPAs working with estates and trusts


  • Provide a working knowledge of tax rules and guidelines of estates and trusts returns Discuss planning and potential pitfalls


  • 2020-21 rates and brackets
  • Calculating a trust's AGI * Filing requirements, deadlines, and penalties
  • 3.8 percent Medicare surtax on net investment income (NII)
  • Simple vs. complex trusts
  • Grantor Trusts—Four options to report activity
  • Fiduciary Accounting and the 10 Principles of tax accounting for trust income Section 643 (g) Election
  • Taxable income of trusts, estate, and beneficiaries
  • Deductions
  • Distributions




A basic working knowledge of Form 1041 and estates and trusts




IRS Program Number: 90EKV-T-00380-21-O. Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. Please contact Anne Taylor for any complaints., (972-377-8199).


Douglas Van Der Aa

Douglas J. Van Der Aa, CPA, J.D.

Douglas J. Van Der Aa, CPA, J.D., has been a highly rated speaker and seminar leader for CPA Associations and other organizations throughout the country for more than 18 years. Doug has over 25 years of professional experience, including tax practice in CPA firms and the practice of transactional business and real estate law as an attorney. He taught for 12 years as an Adjunct Instructor and for one year as Assistant Professor of Accounting and Taxation for Grand Valley State University’s Seidman College of Business, where he taught in both the undergraduate and MST programs.