This 400-minute, intermediate-level course will be presented on the following dates in CY 2025:

• Thursday, May 29, 2025 (group internet based)
• Wednesday, August 6, 2025 (group internet based)
• August 21, 2025 (group internet based and group live in Harrisburg, PA)

Upon completion of this course, which includes a knowledge retention quiz, learners will be issued a certificate of completion and be able to:

• explain the taxation of estates, including estate and income tax.
• discuss the taxation of trusts, including grantor trusts.
• identify the principles of fiduciary income taxation.
• understand and accurately complete IRS Form 1041.
• explore Section 642(c) and QSST tax examples.