Fiduciary Taxation: Back to Basics-Part 3 of 4 WEBCAST

Tuesday, November 2 8:00am - 9:50am PDT

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2.0 Credits

Member Price $79.00

Non-Member Price $109.00


This webcast presents problem examples that are common to many Form 1041 tax returns. The problems work through a spreadsheet, computation of necessary calculations and the presentation on Form 1041. The focus is on both simple and complex trusts.


Beneficiary no Capital Gains. Beneficiary with Capital Gains. Beneficiary impact of Sec. 67(g). Charitable deduction. Multiple beneficiaries. Accumulations and distributions.


Familiarity with fiduciary taxation.

Designed For

Tax practitioners, accountants and financial professionals.


Work through the calculations required by Form 1041 and Schedule K-1. Understand the interrelationship between accounting and taxation. Determine the allocations among and between multiple beneficiaries. Review basics of the depreciation deduction, charitable contribution deduction, and the impact of tax-exempt income.  Review special rules for separate shares and the 65-day election







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 $109.00

Member Price $79.00