Form 1041: Down to the Basics WEBCAST

Thursday, January 7 8:30am - 4:30pm PST

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8 Credits

Member Price $295.00

Non-Member Price $395.00


Review the fundamentals of the fiduciary entity, fiduciary accounting and taxation. From inception to completion, practitioners analyze Form 1041, using a spreadsheet to track necessary calculations for accurate preparation. A review of recent tax law changes that impact Form 1041. Tools and schematics to navigate problem situations. Increased comprehension to review a Form 1041 submitted by another practitioner.


Introduction to the fiduciary entity, Fiduciary accounting fundamentals, Subchapter J, DNI and the Distribution Deduction, Simple and complex trusts, Alternative Minimum Tax (AMT) for fiduciary entities, Form 1041 updates, Special problem situations.



Designed For

Tax practitioners, accountants and financial professionals.


Identify the basic components of a fiduciary entity. Review the state and federal laws that drive a fiduciary entity. Recognize the relationship among the different authorities that impact accounting and tax treatments. Determine tax law changes that impact Form 1041 and analyze Form 1041 from inception to completion. Identify how to review a Form 1041 submitted by another practitioner.







Jacqueline Patterson

Jacqueline A. Patterson, JD, MBT, CPA, is a partner in the Los Angeles based firm of Haney, Buchanan & Patterson, LLP. She is a member of the California State, Los Angeles, and Beverly Hills Bar Associations. Ms. Patterson has written and facilitated full day tax seminars in the areas of corporate taxation, the income taxation of trusts and estates, tax research and planning, real estate transactions, charitable trusts and received the Foundation’s Meritorious Service Award in 2000.

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Non-Member Price $395.00

Member Price $295.00