Click to DOWNLOAD Spring/Summer Brochure REGISTER FOR CLASSES  COURSES BY DATE CLASSES BY LOCATION   Costa Mesa   Culver City   Pasadena   San Diego   Woodland Hills COURSES BY CATEGORY   Accounting &    Auditing   Ethics (Monthly)   Fraud (Monthly)   Special Knowledge   Tax VENUE DIRECTIONS   Costa Mesa   Culver City   Pasadena   San Diego   Woodland Hills                               DEATH & TAXES 1: Form 1041 Tax Preparation Workshop Dates & Locations 6/7/10 Costa Mesa 7/28/10 Culver City Classes meet 9:00am - 5:00pm taught by Robert Manton Only $250!  Lunch is included with 8-hour classes 8 CPE Hours Overview No Prerequisites & No Advance Preparation Intermediate (NASBA: TX) "One of the best CPE workshops I've ever taken! Material handed out is a great resource."       - Tony Romo, CPA - J. Paul Getty Trust Now more than ever practitioners are called upon to provide after-death tax services for clients. The surge in wealth in our upper-bracket clients during the last few decades has resulted in an increasing demand for estate and trust services. The focus in this class is what to do after a client deceases. Learn living trust and after-death trust tax return basics and the accurate preparation of fiduciary income tax returns (1041). Comprehensive, detailed examples with actual completed forms will be included in the course. California Trust laws (probate code including the Uniform Principal and Income Act), which govern trust tax preparation, are incorporated throughout the seminar. Sometimes the income in a trust is taxed only at the trust level, sometimes only to the beneficiaries and sometimes to a combination of both. Learn how to file correctly to avoid severe litigation risks from IRS and residual beneficiaries. This course will guide attendees through the maze of after-death requirements including key 1041 elections and pitfalls to avoid. You will learn about the interaction between various forms and the best place to take various deductions. Discussions include what to look for in the trust instrument and how the trust wording will impact tax preparation. Also, the seminar will teach you how to prepare and file ongoing trust returns, such as Grantor trusts, the Bypass (B) trust and the Qtip (C) trust. The topics covered are a major hotbed of liability for tax practitioners, learn about your exposure and what to avoid. Click course name below for information on other FER courses. A&A For The General Practitioner Accounting For Non-Profits An Introduction To International Taxation Bankruptcy And Discharging Taxes: What Every CPA Needs To Know Business Writing for CPAs Casualties & Involuntary Conversions: Disaster Gains & Losses Compilation & Review Engagements Under The New Peer Review Requirements Death and Taxes 1: Form 1041 Tax Preparation Workshop Death and Taxes 2: A/B Trust-Funding Workshop Death and Taxes 3: Estate Tax Form 706 Workshop Developing Forensic Accounting For Practice Expansion And Revenue Production Ethics Education Ethics Regulatory Review Fed Up With Fraud Financial Meltdown: Fraud, Greed Or Stupidity GAAP & GAAS Update Hot A & A Topics Other Comprehensive Basis Of Accounting: Cash and Income Tax Basis Reporting (OCBOA) Net Operating Loss (NOL) Rules: Save Taxes & Improve Cash Flow Partnerships, S Corps, C Corps & LLCs: Tax Aspects Real Estate Reporting Done Right Road Map To Fraud Prevention SSARS Update Tips, Traps & Tactics On Communication & Negotiaton Skills for CPAs Understanding & Planning For 1031 Tax-Deferred Like-Kind Exchanges Unmasking and Outsmarting the Culprits Defrauding a Business Financial Education Resources is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses of CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Ave. North, Ste. 700, Nashville, TN 37219-2417 or by visiting the website www.nasba.org. CONTACT INFORMATION: For more information regarding refund, complaint and/or program cancellation policies, please contact our offices at 310.202.1669. © 2010 F.E.R. All rights reserved.