Locations and Dates

Kathryn Keane, EA

Westbury

Viana Hotel

August 5-6

Tarrytown

Sheraton

August 26-27

Hauppauge

Radisson Hotel

August 28-29

Bayside

Adria Hotel

September 4-5

George Powers, EA &

Edward Arcara, CPA

Syracuse

Hilton Garden Inn

August 12-13

Buffalo

HGI Buffalo Airport

August 14-15

Fishkill

Hyatt House

August 19-20

Albany (Latham)

Century House

August 21-22

Topics

Preparing Partnership Returns

Seminar begins at 8 AM EST

This course is perfect for tax professionals who want to begin learning how to prepare Form 1065, U.S. Return of Partnership Income. Not only does this course cover the basics of partnership taxation, but it also covers the step-by-step process of completing a partnership return and the accompanying schedules, tracking the partner’s basis and finishes with a comprehensive case study. You’ll leave with an understanding of the tax consequences of distributions from a partnership.

Introduction to Estates and 1041

Seminar begins at 8 AM EST

When a taxpayer passes away, their assets become part of their estate. Those assets can generate income, which may require the taxpayer (decedent) to file Form 1041, U.S. Income Tax Return for Estates and Trusts (fiduciary income tax return). This course explains the basic rules governing the administration of a decedent’s estate and how to prepare Form 1041 for a decedent’s estate. Learn about the income and expenses, and the accounting concepts surrounding a fiduciary income tax return. The course contains examples throughout that culminate in a full return at the end of the course.

Pricing Per Day

Early Bird

Ends two weeks before the seminar

Member: $275

Non-Member: $325

Book: $40

Standard

within two weeks of the seminar

Member: $325

Non-Member: $375

Book: $40