Income Tax for Estates and Trusts-Form 1041 - 2026 (In-person Seminar)  

Many tax preparers actively avoid estates and trusts due to their complexity and unique tax rules. However, avoiding this niche means leaving significant revenue on the table and risking client churn. When a major life event occurs, clients inevitably turn to the professional they already trust—you. If you can't service their fiduciary needs, they will find a firm that can.

This comprehensive, 8-credit hour course provides a highly practical, step-by-step blueprint to fiduciary taxation. We completely demystify Form 1041 and strip away the intimidating jargon. Designed specifically for practitioners looking to confidently break into this service line, this full-day course combines foundational theory with real-world case studies, walk-throughs, and identification of common filing issues that trip up general practitioners.