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The Complete Guide to the Preparation for Form 1041- 6 hour

Total Credits: 6 including 6 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  ACPEN Tax Institute |  Tax |  IRS Approved
Arthur Werner
Course Levels:
6 Hours
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Tax compliance issues for fiduciary entities are sometimes confusing to practitioners due to the fact that many lack experience in this area. This course provides the practitioner with a practical understanding of the issues involved in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041), including a Line-by-Line presentation of the form.  The practitioner will have a better understanding of entities and the basics of Subchapter J of the Internal Revenue Code.  Understanding these areas will allow the practitioner to start their understanding of tax compliance in preparing the U.S. Income Tax Return for Estates and Trusts (Form 1041).

**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

Basic Course Information

Learning Objectives
  • Prepare the U.S. Income Tax Return for Estates and Trusts (Form 1041)   
  • List the basic issues of estates and trusts and discuss Subchapter J of the Internal Revenue Code

Major Subjects
  • How to prepare a Form 1041
  • Understanding of distributable net income (DNI)
  • Understanding of income in respect of a decedent (IRD)
  • Line-by-line instruction
  • Specific issues regarding a decedent’s estate
  • Specific issues regarding a trust
  • Classification of trust entities
  • Understanding various fiduciary issues
  • Understanding the basics of Subchapter J of the Internal Revenue Code

Course Materials


Arthur Werner's Profile

Arthur Werner Related Seminars and Products

Werner-Rocca Seminars, Ltd.

Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.  In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.  Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.


Thu, Mar 07, 2024 - 09:00am to 02:38pm MST
Thu, Mar 21, 2024 - 11:00am to 04:38pm MDT
Thu, Mar 28, 2024 - 09:00am to 02:38pm MDT
Thu, Apr 18, 2024 - 09:00am to 02:38pm MDT
Thu, Apr 18, 2024 - 11:00am to 04:38pm MDT
Thu, May 09, 2024 - 09:00am to 02:38pm MDT
Thu, May 16, 2024 - 11:00am to 04:38pm MDT
Thu, May 30, 2024 - 09:00am to 02:38pm MDT
Sat, Jun 01, 2024 - 08:00am to 01:38pm MDT
Fri, Jun 07, 2024 - 02:00pm to 07:38pm MDT
Tue, Jun 18, 2024 - 10:00am to 03:38pm MDT
Mon, Jun 24, 2024 - 11:00am to 04:38pm MDT

Additional Info

Basic Course Information



Advanced Preparation None
Designed For CPAs, EAs, attorneys, and other tax professionals 
Original Recording Date 10/11/2021
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 10/19/2021

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (972-377-8199). 

Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 

Promo Video



Overall:      4.8

Total Reviews: 88


John G

"Great job! Love the style and delivery! Salute! "

Sutton J

"Great course!"

Laura L - Fort Davis, Texas

"Probably the best CPE I have ever taken. Would have like more time spent on Schedule B, since it is the most unique aspect."

Randall D

"Very good"

Sandra P

"Great presenter! I'll be looking forward to attending more CPE presented by him."

Austin F

" "

Mark K

"Excellent and knowledgeable presenter!"

Leslie H

"Thank you. Good course!"