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FORMS 1041: BASIC TRUST AND ESTATE INCOME TAX PREPARATION

by: Claudia Hill Western CPE

In this workshop from Claudia Hill, you’ll start at the beginning, with reading and understanding the trust document. The class will help you identify any important information you will need before you begin, distinguish 1040 preparation rules from 1041 rules, understand who pays taxes on trust income, and help the client understand the value of your services. This four-credit workshop will put your mind to work and pencil to paper.

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