Total Credits: 4 including 2 Accounting - Technical, 2 Taxes - Technical
This course will review the fundamentals of fiduciary accounting and provide a reporting guide for determining whether receipts and expenditures are assigned to income or principal/corpus. Critical issues, rules, and special opportunities when preparing your clients' Form 1041 U.S. Income Tax Return for Estates and Trusts will be examined, including what is considered taxable income and allowable deductions. Planning and potential pitfalls will also be explored.
This course only qualifies for 2 IRS credits.
*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 kori.herrera@acpen.com
Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase |
IRS CE request form (267 KB) | Available after Purchase |
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, May 20, 2025 - 05:00pm to 09:00pm EDT
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Tue, May 27, 2025 - 11:00am to 03:00pm EDT
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Sat, Jun 07, 2025 - 01:00pm to 05:00pm EDT
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Sat, Jun 14, 2025 - 12:00pm to 04:00pm EDT
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Tue, Jul 15, 2025 - 05:00pm to 09:00pm EDT
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Sat, Jul 26, 2025 - 11:00am to 03:00pm EDT
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Thu, Aug 07, 2025 - 01:00pm to 05:00pm EDT
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Sat, Aug 09, 2025 - 12:00pm to 04:00pm EDT
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Tue, Sep 16, 2025 - 05:00pm to 09:00pm EDT
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Fri, Sep 26, 2025 - 11:00am to 03:00pm EDT
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Tue, Oct 07, 2025 - 01:00pm to 05:00pm EDT
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Sat, Oct 11, 2025 - 12:00pm to 04:00pm EDT
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Tue, Nov 18, 2025 - 05:00pm to 09:00pm EST
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Wed, Nov 26, 2025 - 11:00am to 03:00pm EST
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Mon, Dec 08, 2025 - 01:00pm to 05:00pm EST
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Sat, Dec 13, 2025 - 12:00pm to 04:00pm EST
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Tue, Jan 20, 2026 - 05:00pm to 09:00pm EST
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Mon, Jan 26, 2026 - 11:00am to 03:00pm EST
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Sat, Feb 07, 2026 - 01:00pm to 05:00pm EST
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Fri, Feb 13, 2026 - 12:00pm to 04:00pm EST
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Tue, Mar 17, 2026 - 05:00pm to 09:00pm EDT
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Thu, Mar 26, 2026 - 11:00am to 03:00pm EDT
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Tue, Apr 07, 2026 - 01:00pm to 05:00pm EDT
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Sat, Apr 11, 2026 - 12:00pm to 04:00pm EDT
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Van Der Aa Tax Ed, LLC
05/25