January 12, 2024


2 Total CPE Credits


Webinar (CA): Form 1041 Advanced Series Part 3: Sec.199, Sec.67g & Charitable Deductions 2023

  • Instructor

    Jacqueline Patterson

Learning Objectives

• Determine the application of individual tax rules to non-grantor trusts
• Recognize how to calculate the limitations under new law for certain deductions
• Identify placement on the tax forms to incorporate the special deduction rules

Major Topics

• Review of New Rules under IRC Sec. 67(g)
• Review Surprises to Simple Trusts under IRC Sec. 67(g)
• Presentation Issues with IRC Sec. 199A Deduction and the Tier System
• Special Rules Relating to the Charitable Contribution Deduction
• Problem Examples

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Intermediate


Form 1041 Advanced Workshop Part 2

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Tax practitioners, accountants and financial professionals.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

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