Mastering the Basics of Trusts and Estates
East County San Diego Chapter Meeting

Date/Time:

Tuesday, July 2, 2019
6:00 PM to 8:45 PM

Location:

Pacific Southwest Association of Realtors
1150 Broadway
El Cajon, CA 92021

Description: 

Forms 1041 and 1040 have a lot in common, but it is the differences you need to understand to prepare an accurate Form 1041 and 541.Learn about the most common differences:- Step up in basis- Capital gains- Rental real estate income and depreciation- Principal residence- Charitable donations- Deductions (after TCJA)- Allocation of deductions to tax exempt income- Income distribution deduction (after TCJA)- Schedule K-1

Presenters: 

Helen Welbourn, EA, CLPF, Enrolled Agent, California Licensed Professional Fiduciary
 Tax preparer since 1987
 Enrolled Agent since 1991
 Tax Analyst/Software Programmer for Intuit, Inc’s Tax Software Products from 1991 to 2013
 Acted as professional fiduciary since 1994
 California Licensed Professional Fiduciary since 2010, license #389 (2009 was first year of California required licensing)
 Owns small tax practice, preparing mostly 1040s and about 65 Form 1041 returns annually
 As a professional fiduciary, have acted as trustee, executrix, conservator, and power of attorney for finances and health care

CPE Information:

1 California Hour
1 Federal Law Hour
IRS: 18QC1-T-01198-19-I
CTEC: 1000-CE-4580

Knowledge Level: Basic

Cost:

Registration Fee (Member): $40
Registration Fee (Non-Member): $45
Late Registration Fee (Member/Non-Member): $50

Late registration fee applies after Friday, June 28, 2019.

Registration:

Call Reservation Hotline: 619-900-4829
Email: [email protected]

Or click the link below!

Last day to cancel your reservation is Monday, July 1, 2019. 

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.