Program Overview
June 18, 2024| 5:30 pm - 7:30 pm, Pacific |In person
Hosted by Orange County
Speaker Claudia Hill
Description
Each Trust or Estate is unique. They are tailored to the needs of the person who directed the assets in the trust or acquired the assets during their lifetime. While the basic preparation of Form 1041 shares many attributes with a trust or estate, knowing the differences is key to preparing the forms correctly.
Learning Objectives
1) Understanding of differences between reporting Form 1040 and Form 1041 reporting.
2) Learn how to distinguish between tax treatment of deductions on a trust vs. estate.
3) Learn about frequently used tax elections available to trusts or estates.
Learning Level Basic
Prerequisites & Advance Preparation None
Continuing Education
IRS: 2 hours Federal Tax Topics | CTEC: 2 hours Federal Tax Topics | CA Bar: 1.75 hours Taxation Law | CPA CA: 2 hours Taxes
Pricing
Member: $64.00 | Non-Member: $74.00 (Online registration closes at 11:59 PM on 6/18/24)
In-Person Details
Santa Ana Elks Lodge
1751 S Elks Lane
Santa Ana, California 92705
(Registration at the door is permitted but meals will be limited to availability if not pre-registered)
Agenda
- 3:30 PM - Board Meeting
- 4:30 PM - Social and Networking
- 5:00 PM - Dinner
- 5:30 PM: Education Program Begins
- 7:30 PM: Education Program Ends
Cancellation/Refund Policies
Please contact the host Chapter at oc@csea.org for refund/cancellation policies related to this event.