Trusts Part II: Fundamentals and Income


This is the second webinar in a series of four focusing on trusts. The next three webinars walk you through the preparation of Form 1041 for a trust piece by piece. Separating the sections of Form 1041 and learning them in small bits will help you master the concepts rather than covering the entire Form 1041 in a single session. This webinar will identify information you must gather and walk you through the completion of Form 1041 through Line 9.


Upon completion of this course, you will be able to:

  • Collect the appropriate information to prepare Form 1041 for a trust.
  • Determine what income is reported on Form 1041 for a trust.
  • Determine when the Form 1041 is due and its filing requirements.

Course Details

Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.


Presented by: Jaye Tritz, EA, CFP

How to Earn CPE

To receive credit for this on-demand webinar, you must make at least one attempt to answer each of the review questions included with the webinar video. You also must successfully pass the course exam with a score of 70% or better.

The course and exam will expire one year from the date of purchase.

Cancellation Policy

​Because this is an online education offering, it is nonrefundable.

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