Foundation For Continuing Education

Continuing Education for Legal, Tax, Accounting, Estate & Financial Professionals

978-468-6528

Continuing Education for Tax, Legal, Accounting,
Estate & Financial Professionals.

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The Programs Below are available by Appointment

Call (978) 468-6528 or click links below.

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Income Taxation of Trusts & Estates: Preparing 1041’s – Return Examples

May 23 @ 9:00 am – 1:00 pm

“Including Preparing of Fiduciary Returns Issues”

Introduction with Estate Administration Procedural Checklist.

  • The Probate Process and Important Dates & Rules.
  • Allocation of Income and Expenses Between the Decedents Final Return (1040), the Decedents Estate (706) and (1041)
  • Fiduciary Income Tax Return.
  • Qualified Subchapter S Trust.
  • Funding the Marital and By-pass Shares After Death and Maintaining these Trusts Until the Death of the Survivor.
  • Grantor Trusts.
  • Massachusetts Income Tax Considerations.
  • Income Taxation of IRA Benefits Payable to a QTIP Trust.
  • Flowchart of Estate Plan.
  • 1041 Tax Return Examples & Computation of DNI.
CEU .4

To register call 978-468-6528 or download and fax registration form below

2025 Reservation Form

Details

Date:
May 23
Time:
9:00 am – 1:00 pm
Cost:
$295
Event Category:
Certificate

Organizer

Leo Cushing, Esq., LL.M, CPA

Marriot Residence Inn: Natick

1 Superior Drive
Natick, 01760 United States
+ Google Map
(508) 651-5250
View Venue Website

Event Navigation

  • « Trust Administration
  • Income Taxation of Trusts & Estates: The Probate Process »

All Programs are Designed to Qualify for CPE Credit Under Rules Promulgated by the State Boards of Accountancy, State Bar Associations, IRS Director of Practice and the Institute of Certified Bankers.

Register for a Seminar

To Register for a seminar either call 978-468-6528 or download the registration form below.

2025 Reservation Form

Research Library Materials

  • Trust Basics “The Key to Understanding”
  • Estate Planning Essentials – 706 and M706
  • Income Taxation of Trusts & Estates
  • Massachusetts Medicaid Planning Survival Guide
  • Personal Development – “The Power of a Millionaire Mentality®” Your 10 Keys To Success

View More …

Millionaire Mentality

Programs

All Programs are Designed to Qualify for CPE Credit Under Rules Promulgated by the State Boards of Accountancy, State Bar Associations, IRS Director of Practice and the Institute of Certified Bankers.

IRS Approved Training Vendor

Get In Touch

Any questions, comments or address changes, please mail them to FCE at :
64 Pleasant Street,
PO Box 458,
Wenham, MA 01984

Registration and Conference Center:
Tel. 978-468-6528 *
Fax: 978-468-2573

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