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Form 1041: Tax Compliance, Review and Planning


  • EVENT DATE: 2026-05-20

  • PRESENTER(s): Robert Keebler

  • 1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 100 Minutes
  • Product Code::TL398



Description


Form 1041: Tax Compliance, Review and Planning :-



This program explores key considerations, regulations, and strategic opportunities in preparing Form 1041—U.S. Income Tax Returns for Estates and Trusts.


Are you ready for the upcoming fiduciary tax season? Form 1041 preparation is a critical skill for tax professionals, and this beginner-friendly course will give you the confidence to handle trusts and estates with ease. Whether you’re new to fiduciary taxation or need a refresher, this session provides a solid foundation in Form 1041 compliance, reporting, and planning strategies.


You’ll learn how trusts operate for tax and estate planning purposes, explore key rules like DNI and the 65-Day Rule, and uncover practical tips to avoid costly mistakes. Join us live and gain insights that will help you deliver exceptional value to your clients and stay ahead of complex fiduciary tax issues.


Learning Objectives:

  • Identify the types of trusts for income tax purposes
  • Identify the types of trusts for special tax or estate planning purposes
  • Identify the difference between taxable income and fiduciary accounting income
  • Apply the concept of Distributable Net Income (DNI) in trust taxation
  • Identify the impact of the Separate Share Rule for DNI
  • Implement tax planning strategies using IRC §663(b) (65-Day Rule)
  • Identify and report tax-related items for grantor trusts accurately


Session Highlights:

  • Types of Trusts for income tax purposes including – simple, complex, grantor, charitable and fiscal year elections
  • Taxable income and fiduciary accounting income
  • Distributable net income (DNI)
  • IRC §663(b) … 65-Day rule
  • The “Tier” Rules for DNI
  • The Separate Share Rule for DNI
  • 2024 Form 1041 Return – Deep Dive of an Estate Return
  • Passive activity rules for trusts and estates
  • Net Investment Income Tax (NIIT) and the tricks and traps


Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • IRS CE Provider: #PUPOT
  • IRS Course ID: PUPOT-T-00005-25-O
  • Delivery method: Group Internet Based
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker held after the event.
  • PowerPoint presentation for reference


Who Will Benefit:

  • CPA
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners
  • Public accountants
  • Business Owner and C-level Executives


Speaker Profile:

Robert S. Keebler

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils.  He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession.  His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration.

Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 250 favorable private letter rulings including several key rulings of “first impression.”  He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation.  Mr. Keebler has been a speaker at national estate planning and tax seminars for over 25 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute and is the immediate past the chair of the AICPA’s Advanced Estate Planning Conference, serving in that capacity from 2014-2020.


             - IRS CPE Credits: 2 (Taxes)                      This Program has been approved
                                                                                           for 2 CPE hours under IRS.
             - IRS CE Provider ID: #PUPOT



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Email us at support@taxeslearning.com or call +1-5855268441.





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