At a glance
About this historical program
- This page preserves the description of a 2025 program. Registration for the historical session is closed.
- Program date: October 28, 2025.
- The description reflects the program's original scope and the guidance available at that time.
Original program description
This course builds on the foundational concepts of Form 1041 compliance, delving deeper into advanced fiduciary tax planning strategies and complex reporting issues. Participants will explore income distribution deductions, the 65-day rule, and tax implications for complex trusts and estates. The course also covers recent IRS guidance, common compliance pitfalls, and best practices to ensure accurate and strategic fiduciary income tax reporting.
Topics covered by the original program
- Income distribution deductions and the 65-day rule
- Tax implications for complex trusts and estates
- Fiduciary reporting, IRS guidance, and compliance pitfalls
Current programs and account access
Use the current webinar schedule to find available sessions. For materials or recordings associated with a past purchase, open your account or contact Basics & Beyond support. This archive does not offer a new registration or continuing education credit.
Frequently asked questions
Questions about this archive
Can I register for this 2025 session?
Registration for the historical session is closed. Check the current schedule for available programs.
Does reading this archive earn continuing education credit?
No. This page preserves the original program description and does not award credit.
How do I find materials from a past purchase?
Open your account or contact Basics & Beyond support for help with your purchased program.
Current information