The 2025 tax year introduces substantial modifications to estate tax reporting due to the extensive amendments enacted by the One Big Beautiful Bill (OBBB). For professionals engaged with estates and trusts, remaining informed about these modifications is imperative. This practical webinar offers a complete guide on how to prepare and submit Forms 1041 (U.S. Income Tax Return for Estates and Trusts) and 706 (United States Estate Tax Return) based on the new rules.
This course will assist both experienced estate tax practitioners and those new to fiduciary roles in deciphering the complexities of the OBBB, comprehending the current compliance mandates, and effectively applying them in practical situations. You will understand how the 2025 revisions affect deductions, distributions, and estate valuations, while acquiring essential knowledge to prevent frequent mistakes and optimize planning opportunities. Remain informed, adhere to regulations, and effectively assist your clients in this changing environment.
Session Highlights:
Why You Should Attend:
Who Should Attend:
The 2025 tax year introduces substantial modifications to estate tax reporting due to the extensive amendments enacted by the One Big Beautiful Bill (OBBB). For professionals engaged with estates and trusts, remaining informed about these modifications is imperative. This practical webinar offers a complete guide on how to prepare and submit Forms 1041 (U.S. Income Tax Return for Estates and Trusts) and 706 (United States Estate Tax Return) based on the new rules.
This course will assist both experienced estate tax practitioners and those new to fiduciary roles in deciphering the complexities of the OBBB, comprehending the current compliance mandates, and effectively applying them in practical situations. You will understand how the 2025 revisions affect deductions, distributions, and estate valuations, while acquiring essential knowledge to prevent frequent mistakes and optimize planning opportunities. Remain informed, adhere to regulations, and effectively assist your clients in this changing environment.
Session Highlights:
Why You Should Attend:
Who Should Attend:
Jason Dinesen (EA, LPA) is a tax nerd, entrepreneur, tax expert, and a well-known presenter of continuing education courses. He is known for his sharp tax interpretations, he is one of the quickest to bring the analysis of the latest tax updates and IRS guidance to the professional community. Jason has coached over 200,000 accounting, tax, and HR professionals on various topics of accounting, individual taxation, corporate taxation, professional ethics, and much more.
He has presented dozens of webinars on Form 1099 (for 10 years on this subject!); marriage in the tax code; tax updates; the new Form W-4, payroll updates, filing status, tax credits, and other issues relating to the modern-day household setting.
