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Dates: November 6, 12, 17 and 20, 2025
Time: 4:00 to 7:00 PM PST

Fall Forum is back and we’re doing Trusts From A-Z.  This series will discuss what to do when a client dies, the types of returns that need to be filed, forms to be completed, when to file a trust return, the different schedules for rentals, depreciation and the K1 for the personal tax return.  This will be a 4-part series with 12 Fed hours and below are the Dates/Times.

IMPORTANT: Every class will be recorded and the materials will be available before and after class. If you miss a class, you will still receive the recording and materials, but you will not receive credit. 

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom requires registration before entering the meeting.

Presenters: Helen Welbourn, EA, California Licensed Professional Fiduciary and Jane Ryder, EA, CPA

Helen Welbourn, EA and California Licensed Professional Fiduciary
Helen has been a tax preparer for over 20 years and specializes in trust returns while acting as a professional fiduciary for some clients. She enjoys sharing her knowledge with other tax preparers about the ins and outs of trust tax preparation.

 

 

 

Jane Ryder, EA, CPA
Jane Ryder, EA, CPA has been providing tax preparation, accounting services, and tax collection resolution services since 1980. She runs her San Diego CPA firm and writes and speaks on many income tax, business compliance, and accounting topics. Jane has a business-centric practice, preparing and consulting on tax, accounting, and compliance matters for Corporations, S-corporations, LLCs, Partnerships, and Trusts. She also specializes in IRS and state agencies' collection problems, payment plans, audit representation, audit appeals, offers in compromise, and other compliance-related issues. She earned a BS in Business Administration (Accounting) from SDSU and is currently licensed with the California State Board of Accountancy and admitted to practice before the Internal Revenue Service as an Enrolled Agent.

Course Information:

November 6, 2025 Webinar
Your Client Just Died Now What??
This course offers a practical understanding of what happens and next steps after your client passes away and you’re working with the family. We’ll discuss what to do, forms that
Should be given to family members, what should be done with brokerage accounts and other financial documentation.
Learning Objectives:
1) Confirming who can act on behalf of the deceased.
2) Trust assets vs Estate assets.
3) Applying for EIN(s) .
4) Form 1041 filing requirements, exemptions, and tax rates.

3 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02223-25-O
CTEC: 1000-CE-05699

Knowledge Level: Intermediate (Basic knowledge helpful)

November 12, 2025 Webinar
A Trust Exits, Now What?
This course will discuss why obtaining a copy of the trust document is important, what type of trust return is needed, how to determine they type of beneficiaries
and what elections are available.
Learning Objectives:
1) Deciphering the trust document.
2) What type of trust return to file and when to file it.
3) How to handle probated estates.
4) Understand 1041 elections and when to file.

3 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02222-25-O
CTEC: 1000-CE-05700

Knowledge Level: Intermediate (Basic knowledge helpful)

November 17, 2025 Webinar
Form 1041- Trusts & Estates Fundamentals
This course offers a practical understanding of trusts and estates reported on Form 1041 for grantor trusts, revocable trusts, irrevocable trusts, A/B trusts and more. Learn when a trust tax return is required, and to read the tax implications of common trust documents, also allocating income and expenses between the deceased and the trust or estate, reporting income and expenses to the beneficiaries of the trust, which expenses are deductible by the trust or estate, and special elections for trusts and estates. Review strategies related to distributing income and assets and dealing with difficult beneficiaries and other trust troubleshooting.
Learning Objectives:
2) Understand when a trust tax return is required including the tax implications of common trust documents.
3) Learn steps to allocate income and expenses between the deceased, the trust, and beneficiaries if applicable.
4) Understand other trust issues: which expenses are tax deductible, expenses from final year of the trust, and special elections for trusts and estates.
5) Develop strategies for the distributions of assets, dealing with difficult beneficiaries, & common elections.

3 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02221-25-O
CTEC: 1000-CE-05701

Knowledge Level: Intermediate (Basic knowledge helpful)

November 20, 2025 Webinar
TRUSTS: Form 1041 Tax Preparation: Line by Line
This course offers two complete workshop examples of Form 1041, simple and complex trusts. We'll cover Form 1041 line by line for interest, dividends, tax free income, rental property, common trust and estate expenses and more. Including reporting income, expenses, and depreciation on Schedule K-1, and which expenses are deductible by the trust or estate. Plus, DNI and treatment of capital gains and charitable donations.
Learning Objectives:
1) Learn Form 1041 trust tax preparation line by line
2) Understand distributable net income (DNI) for a simple or complex trust
3) Learn steps to allocate income & expenses between the deceased, the trust, and beneficiaries if applicable.
4) Understand reporting rental income on Form 1041 for trusts and estates.

3 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02219-25-O
CTEC: 1000-CE-05702

Knowledge Level: Intermediate (Basic knowledge helpful)

CPE Information:

Each class is 3 Federal Tax Law Hours for a total of 12 hours for the four part series.  Education is reported for attendees who meet the minimum polling requirements. 

Registration (includes all four classes):

Cost:
Member: $420
Non-Member: $520

Cancellation and Refund Policy: 

Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.