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1041 Trusts and Estates - San Gabriel Valley Chapter Meeting
Marie Callenders City of Industry
1560 Albatross Rd Puente Hills Mall East
City of Industry, CA 91748
USA
Thursday, June 01, 2023, 5:00 PM - 7:30 PM PDT
Category: Chapter Meetings

1041 Trusts and Estates
San Gabriel Valley Chapter In-Person Meeting

Date/Time:

Thursday, June 1, 2023
5:00 to 7:30 PM

Location:

Marie Callenders
1560 Albatross Rd
City of Industry, CA 91748

Topic: 

Filing simple and complex trusts and estates reported on Form 1041 and tax preparation for grantor trusts, revocable trusts, irrevocable trust, etc. Expenses deductible by the trust or estate and some valuable elections for Form 941. 1. Review form 10412. Understand when a trust tax return is required including the tax implications of common trusts.3. Learn steps to allocate income and expenses between the deceased, trust, and beneficiaries4. Develop strategies for the distributions of assets, dealing with difficult beneficiaries

Presenter:

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, LLC’s, 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 the Internal Revenue Service as an Enrolled Agent.

CPE Information:

2 Federal Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01828-23-I
CTEC: 1000-CE-5254

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member): $45
Registration Fee (Non-Member): $75

Please call or email Melinda Estrada at [email protected] or 626-242-8106 to register.

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.


Contact: Please call or email Melinda Estrada at [email protected] or 626-242-8106 to register.