LA Santa Clarita Valley DG: Trust Income Tax Update and Tips | G3090718

Instructors

Date :
July 13, 2018 7:30 AM - 8:30 AM
Location :
Santa Clarita
Facility :
International House of Pancakes (IHOP)
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Level of Difficulty :
Update
CPE Credits :
CPE 1.00
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Join us as CPA William Downs discusses tips for effective income tax return preparation. He will lead you through basic rules to advanced challenges to help you learn how to make fiduciary accounting an effective part of your practice.

Objectives:

Participants will:
  • Recognize challenges unique to fiduciary income tax preparation.
  • Identify techniques and tips for efficient 1041 and 541 return preparation.
  • Dertermine how the new tax law affects trusts, estates, and beneficiaries.

Major Subjects:

  • Tips for effective 1041 and 541 income tax return preparation
  • How the new tax law affects 1041 return preparation
  • Tax saving techniques

Advanced Prep:

None

Misc. Information:

Registration:
Opens at 7:00 am.
Fees: $15/member, $25/nonmember.
Add $5 for same day and at door registration.
Parking is free.
Includes breakfast.
Location:
International House of Pancakes, 24737 Pico Canyon Road, Stevenson Ranch, CA 91381.

Should you have any questions, please contact Program Associate Shelly Medina at shelly.medina@calcpa.org.
Level of Difficulty:
Update
Field of Interest:
Taxes
Prerequisites:
None
Designed For:
CPAs and professional staff

Instructors

William H Downs, CPA
William Downs is a sole practitioner who specializes in accounting and tax. He works with estates and trusts, as well as fiduciary and probate accounting. Downs is very involved with CalCPA, having served as a board member for the Los Angeles Chapter, as a Discussion Group Chairman, and as Co-Chair and Program Chair for the Westside Microcomputer Users Discussion Group. He currently serves on the CalCPA State Committee for Estate Planning, and on the Steering Committee for the Los Angeles Chapter Estate Planning Committee. Downs is a frequent speaker on estate planning, fiduciary accounting and income tax. He has published articles on computer topics, and on fiduciary accounting, and has taught for CalCPA Education Foundation. He is a graduate of UCLA where he received a bachelor’s and master’s degree in Accounting.
No Agenda or Materials posted.