Income Tax for Estates and Trusts-Form 1041 - 2026 (Live Online Seminar)  

Many tax preparers actively avoid estates and trusts due to their complexity and unique tax rules. However, avoiding this niche means leaving significant revenue on the table and risking client churn. When a major life event occurs, clients inevitably turn to the professional they already trust—you. If you can't service their fiduciary needs, they will find a firm that can.

This comprehensive, 8-credit hour course provides a highly practical, step-by-step blueprint to fiduciary taxation. We completely demystify Form 1041 and strip away the intimidating jargon. Designed specifically for practitioners looking to confidently break into this service line, this full-day course combines foundational theory with real-world case studies, walk-throughs, and identification of common filing issues that trip up general practitioners.

Qualifies for IRS, and CTEC credit.

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 the morning of the seminar. You must use the link from this email to log in to the seminar. The email will be sent from LiveTraining-CPEdge@CeriFi.com.

Please verify that your CPEdge account includes the email address where you would like to receive the login instructions.

Refer to the Requirements section below, for more information about system requirements for our webcasting platform.

Gear Up policy has changed: For Gear Up transfer and cancellation policy details, click here.

Prefer face-to-face learning? Join us at the 2026 Royal Flush Conference in Las Vegas from November 30 – December 4, 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. To see the full schedule, click here.