Skip to main content
Live Webcast Replay

Guide to Preparing Form 1041 for Estates and Trusts

Total Credits: 4 including 4 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  Tax |  IRS Approved
Doug Van Der Aa, CPA, JD
Course Levels:
4 Hours
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn what is considered taxable income; filing requirements and deadlines; impact of the 3.8 percent Medicare surtax on net investment income; and the 10 principles of tax accounting for trust income.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to

Basic Course Information

Learning Objectives
  • Apply the most recent tax rules and guidelines when preparting client estates and trusts returns
  • Identify planning ideas and potential pitfalls

Major Subjects
  • Current rates and brackets
  • Calculating a trust's AGI
  • 3.8% Medicare surtax on net investment income (NII)
  • Simple vs. complex trusts
  • Grantor Trusts: Four options to report activity

Course Materials


Doug Van Der Aa, CPA, JD's Profile

Doug Van Der Aa, CPA, JD Related Seminars and Products

Doug Van Der Aa, CPA, JD, is a lively and energetic speaker on the subject of taxes and ethics, and has extensive experience in leading discussions for conferences, seminars and webinars. He is a highly rated speaker and seminar leader for state CPA societies and other organizations throughout the country.

Van Der Aa has more than 25 years of experience, including tax practice in CPA firms and the practice of transactional business and real estate law as an attorney. His practice concentrated on the tax needs of closely held businesses, with their related pass-through entities, complex individual returns, estates and trusts.

Van Der Aa taught for 10 years as an adjunct instructor and for one year as assistant professor of accounting and taxation for Grand Valley State University’s Seidman College of Business, where he taught in both the undergraduate and MST programs.


Tue, Apr 23, 2024 - 08:00am to 11:44am AKDT
Sat, Apr 27, 2024 - 10:00am to 01:44pm AKDT

Additional Info

Basic Course Information

Advanced Preparation None
Course Developer

Van Der Aa Tax Ed, LLC

Designed For Experienced CPAs working with estates and trusts
Yellow Book No
Original Recording Date 06/01/2023
Prerequisites A basic working knowledge of Form 1041 and estates and trusts
Date Added to Catalog 08/11/2023

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Course Registration Requirements Online Registration
Instructional Delivery Method Group Internet Based
Official Registry Statement Business Professionals' Network, Inc. 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 for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.



Overall:      4.6

Total Reviews: 30


David B

"Good class"

Joseph Z - Rayville, Louisiana

" "

Janet W - Ventura, California

"Great presentation! Lots of laughs makes it easy to remember all the otherwise boring details."

Jennifer H

"Good presenter!"

Gloria G

"Excellent seminar and speaker! Course idea : Gift Tax Return Preparation and Guide"