Master the essential income tax return for estates and trusts to minimize tax liability for your clients.
After the loss of a loved one, nothing can be more stressful to the client than trying to deal with tax filings. As practitioners, we can make the lives of clients dealing with these losses much easier if we can help them navigate these forms.
In this course, we will discuss some of the opportunities on Form 1041. We will discuss basic tax strategy, elections that may be made, as well as opportunities that may be available. By understanding these things, you will be in a better position to give grieving clients the best advice possible during difficult times.
Who Should Attend:
Tax practitioners and financial advisors who advise on tax compliance for trusts and estates.
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
