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Test Info |
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1041 Preparation and Planning Guide: Module 3
November 2005
Sidney Kess, CPA, JD, LL.M and Barbara Weltman, JD
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Courseware: |
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| Please download the courseware and review it before completing the exam. |
 CCHT_1041Prep_3.pdf (218KB)
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Test Description: |
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CCH's new 1041 Preparation and Planning Guide presents a fundamental review of the rules for federal income taxation of trust and estates and clear guidance on properly preparing the Form 1041.
Module 3 focuses on special tax issues for trusts and estates, with a discussion of Schedule J for certain accumulated distributions, post-mortem planning for estates, and planning for terminating trusts.
Chapter 10 reviews Schedule J of Form 1041and explains when Schedule J is required.
Chapter 11 discusses advanced planning considerations for trusts and estates including steps they can take to minimize taxes on the entity and beneficiaries. It looks at post-mortem planning for decedents' estates and planning for the termination of trusts.
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Test Details: |
| Price: $20.00 |
![[click to enroll in this course]](/images/images/courseinfo_enroll.gif) |
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Credits: 2 CPE
Field of Study: Taxation
Prerequisites: None
Level: Basic
CTEC course number: 1075-CE-7272
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To view and print downloadable content files available in this program, you will need Adobe Acrobat Reader. You can download the free Reader plugin at Adobe's website by clicking on the icon below, then following the instructions for installation on your computer.
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| Credit Available For: |
Units |
| CPE |
2 CPE |
| QAS |
2 CPE |
| CFP® (Accepted by the CFP Board) |
2 CPE |
| Enrolled Agent (Accepted by the IRS) |
2 CPE |
| Law (Accepted by the State Bar of California) |
2 CPE |
| CTEC Federal |
1 CE |
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Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.
Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.
CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
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