Income Tax for Estates and Trusts-Form 1041 - 2025 (Live Online Seminar)  

Many tax preparers shy away from estates and trusts, viewing them as overly complex or specialized. Yet if you prepare enough 1040s, it’s inevitable that some of your clients will pass away each year, and their families may look to you for guidance during this difficult time. Rather than waiting until that moment to learn fiduciary taxation, this course equips you now with the knowledge and confidence to turn a potential challenge into an opportunity to expand your practice.

This seminar provides a clear, practical introduction to the fiduciary income tax return (Form 1041) and the critical concepts surrounding estates and trusts. You’ll gain an understanding of estate and trust terminology, the probate process, income in respect of a decedent, and the income distribution deduction. The program also takes a dive into trusts, demystifying even the most intimidating aspects, and examines key issues such as Tier 1 and Tier 2 distributions, the separate share rule, stale trusts, terminations, and special needs trusts. Importantly, the course examines why the “permanent” higher unified estate and gift tax exclusion does not eliminate the need for careful estate tax return planning for most clients, ensuring you are fully prepared to navigate today’s complex estate and trust tax landscape.

Qualifies for IRS, and CTEC credit.

Prefer face-to-face learning? Join us at the 2025 Royal Flush Conference in Las Vegas from November 17–21, where this seminar will be offered in-person, alongside other critical topics to get you ready for tax season. Earn up to 42 CPE credits, learn in-person from industry professionals, take advantage of vibrant networking opportunities, and enjoy the exciting atmosphere that only Las Vegas can offer. Click here to see the full schedule.

Click here for Gear Up transfer and cancellation policy details.

IMPORTANT ATTENDANCE INFORMATION
A link to access the Live Online Seminar will be emailed to registrants one week before the seminar, the day before, and again the morning of the seminar. You must have the login link from this email to attend the seminar. Please verify that your CPEdge account includes the email address where you want to receive the login instructions. The email will be sent from LiveTraining-CPEdge@CeriFi.com.