This 400-minute, intermediate-level course will be presented as a group internet based activity on the following dates in CY 2024:

• June 27, 2024
• October 28, 2024
• More dates may be added

Upon completion of this course, learners will 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.