Preparing Form 1041: Post Mortem Tax Saving Strategies
Note: CLE credit is not offered on this program
A live 110-minute CPE webinar with interactive Q&A
This webinar will outline strategies that should be considered by estate and trust practitioners when preparing Form 1041. Our panel of estate tax veterans will identify ways to reduce tax for taxable and non-taxable estates and their heirs.
- Post mortem planning
- Preparing Form 1041
The panel will review these and other critical issues:
- When to consider accrual basis reporting
- Taking a charitable deduction relative to income set aside for charitable purposes
- Reporting excess deductions on termination
- Making a 663(b) 65-day election for trust distributions
Jeremiah W. (Jere) Doyle, IV
Senior Vice President
Bank of New York Mellon
Mr. Doyle provides clients with integrated wealth management advice on how to hold, manage and transfer their... | Read More
Mr. Doyle provides clients with integrated wealth management advice on how to hold, manage and transfer their wealth in a tax efficient manner. He is the editor and co-author of Preparing Fiduciary Income Tax Returns, a contributing author of Preparing Estate Tax Returns and Understanding and Using Trusts and a contributing author of Drafting Irrevocable Trusts in Massachusetts. He is a lecturer in law in the Graduate Tax Program at Boston University School of Law.Close
to be announced.
Early Discount (through 06/25/21)
CPE credit processing is available for an additional fee of $39.
CPE processing must be ordered prior to the event. See NASBA details.