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Brevard Chapter: Analyzing Fiduciary Tax Returns

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Merrill Lynch

6525 3rd St Ste 500
Rockledge, FL 32955

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3.0 Credits

Member Price $45.00

Non-Member Price $70.00

Overview

Analyzing Fiduciary Tax Returns

Join us for a discussion of fiduciary tax responsibilities. Stephen P. Heuston will cover final Form 1040 and
1041 tax returns for estates and will include tips and tricks for completing these returns as well
as common pitfalls for fiduciaries to avoid.

Fiduciary Tax Returns
Credit(s) and Type: 3 Technical Business
Speaker Name(s): Stephen P. Heuston

Join attorney Stephen P. Heuston for an in-depth discussion of fiduciary income tax responsibilities related to estates and trusts. This session will cover the preparation of Form 1041 fiduciary income tax returns, final Form 1040 filings for decedents, common filing challenges and planning considerations for fiduciaries and tax professionals. Attendees will gain practical guidance, tips and best practices to help ensure compliance while avoiding common errors that can lead to delays, penalties or unintended tax consequences.

Meal Description
A variety of meals from Panera Bread will be available.

 

Chapter Registration Contact
Name: Allison Vicory
Email: avicroy21@gmail.com

Members: $45
Non-Member: $70

 

Register Online
Click "Add to Cart" button below.

Register by Phone
Call Member Services at (800) 342-3197.

Tuesday, July 21st

General Session

- Fiduciary Tax Returns

Stephen Heuston

Credits: 3 - Technical Business

This session is available to registrants only.

Non-Member Price $70.00

Member Price $45.00