1041 Preparation and Planning Guide (2010)

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Presents a fundamental review of the rules for federal income taxation of trust and estates and clear guidance on properly preparing the Form 1041. Written by noted tax experts, commentators and educators, Sidney Kess and Barbara Weltman, the Guide's approach is concise and practical.
Format:
  • Author(s): Sidney Kess 
  • Barbara Weltman 
  • Media: Book - Softcover
  • ISBN: 9780808022572
  • Binding: Perfect Bound
  • Pages: 272
  • Volumes: ...
  • Size: 8-1/2" x 11"
  • Publish Date: 11/02/2009
  • Offer Number: 0-4773-401
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CCH's new 1041 Preparation and Planning Guide presents a fundamental review of the rules for federal income taxation of trust and estates and clear guidance on properly preparing the Form 1041. Written by noted tax experts, commentators and educators, Sidney Kess and Barbara Weltman, the Guide's approach is concise and practical. Kess and Weltman provide precise explanation on all the essentials of fiduciary tax return preparation. Legislative and regulatory changes affecting returns, recent IRS rulings and significant court decisions are all reflected and highlighted in place throughout the text in a logical and understandable manner.

CCH's 1041 Preparation and Planning Guide is ideal for staff training by accounting firms, financial and estate planners, bank trust departments, tax preparation firms and anyone who needs updated, practical guidance on completing Form 1041 tax returns.

* This course is divided into CPE Modules. Practitioners may earn CPE credit by successfully completing and submitting the Course Modules' Final Exam answer sheets for grading. An additional fee applies when the Final Exam answer sheets are submitted to CCH for CPE grading and administration. (NOTE: Because continuing education requirements vary from state to state and among different licensing agencies, practitioners should always check with their licensing boards and governing agencies for specific information on their CPE requirements and to verify the applicability of this Course for meeting their requirements.

About the Author(s):

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  • Sidney Kess, CPA and attorney, is a nationally recognized tax authority who has been one of the top national leaders and authors in tax planning and education for more than 40 years. Through his long association with the AICPA's "Individual Income Tax Returns Workshop," "Corporate Tax Returns Workshop," and other programs, he has presented update, training and education programs to tens of thousands of tax planners and preparers across the country.

    In conjunction with CCH, he is the co-author/developer of several classic texts and subscription services, such as "1040 Preparation," "Financial and Estate Planning Guide," Financial and Estate Planning Reporter," "Business Strategies Guide" and numerous other products including dozens of CPE programs.


  • Barbara Weltman, an attorney, has written extensively on a wide variety of tax and financial planning matters for both professionals and the general public. A frequent collaborator with Sid Kess, she is also one of the top tax authors for consumers, business owners and entrepreneurs.

    She is the co-author with Sid Kess of CCH's "1040 Preparation," "Retirement Planning Guide," and dozens of CCH CPE courses and publications. She is also the author of several books for J.K. Lasser, including "J.K. Lasser's 1,001 Deductions and Tax Breaks" and "Financial Planning for CPAs."

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CCH's new 1041 Preparation and Planning Guide presentsa fundamental review of the rules for federal income taxation of trustand estates and clear guidance on properly preparing the Form 1041.Written by noted tax experts, commentators and educators, Sidney Kessand Barbara Weltman, the Guide's approach is concise and practical. Kessand Weltman provide precise explanation on all the essentials offiduciary tax return preparation. Legislative and regulatory changesaffecting returns, recent IRS rulings and significant court decisionsare all reflected and highlighted in place throughout the text in alogical and understandable manner.CCH's 1041 Preparation and Planning Guide is ideal forstaff training by accounting firms, financial and estate planners, banktrust departments, tax preparation firms and anyone who needs updated,practical guidance on completing Form 1041 tax returns.* This course is divided into CPE Modules. Practitioners may earn CPEcredit by successfully completing and submitting the Course Modules' FinalExam answer sheets for grading. An additional fee applies when the FinalExam answer sheets are submitted to CCH for CPE grading andadministration. (NOTE: Because continuing education requirements vary fromstate to state and among different licensing agencies, practitionersshould always check with their licensing boards and governing agencies forspecific information on their CPE requirements and to verify theapplicability of this Course for meeting their requirements.
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1041 Preparation and Planning Guide (2010)
Overall Rating:��
5 out of 5
5out of5
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Location:��Gilroy Ca
Age:��55 to 64
Profession:��Financial / Estate Planner
Excellent purchase but ...
Date: April 5, 2010
:��Self-employed Tax Return Prep.
:��EA
My quick preliminary review.
re page 129 Part III. It appears the proper values are: Box 1 $1667, Box 2a $400, Box 2b $200, Box 7 $7690, and Box 8 -0-.
re Page 26 Last paragraph before Study Question 8. This paragraph does not seem to make sense.