Content Provider
Keebler logo
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Cpece webinars
Fundamentals of Fiduciary Taxation & Form 1041


Cost $20.00
Presentation Length 2.0 hours

Recorded DateSeptember 21, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Your clients either have or will have settled trusts and eventually will have an estate that will be subject to federal income taxation and compliance, often involving unique concepts you must understand. In this exclusive webinar, Bob Keebler will cover specific topics such as  

  • Taxable income vs. fiduciary accounting income

  • Distributable net income (DNI)

  • IRC 663(b) “65-Day Rule"

  • The “Tier” and Separate Share Rule

  • Passive activity rules for trusts

  • 3.8% Net Investment Income Tax

  • IRC §691(c) Deduction and deductions on termination

  • QSST and EBST elections

  • Grantor trust and DAPT reporting

Learning Objectives: 

  • Arrange and list the types of trusts for income tax purposes (simple, complex, grantor, charitable) 

  • Identify and master all the vital fiduciary income tax issues needed with clients who have 1041 issues

Not logged
Linkedin Twitter
Keebler logo

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP, and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of the National Association of Estate Planners & Councils. CPA Magazine has also named him one of the top 100 most influential practitioners in the United States and one of the top 40 tax advisors to know during a recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. 

Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and estate, gift, and income tax examinations and appeals. He has received more than 200 favorable private letter rulings, including several key rulings of “first impression.” 

He is the author of over 100 articles and columns and is the editor, author, or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years, including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference, and the Heckerling Estate Planning Institute.

About Our Presenter

Keebler logo
At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.