Dive into this comprehensive guide to accurately completing IRS Form 1041-A.
This will provide you with a comprehensive guide to accurately completing IRS Form 1041-A. You will learn how to identify trusts that are required to file IRS Form 1041-A and how to complete IRS Form 1041-A. The material will also cover the charitable deduction for trusts under IRC 642(c) for charitable contributions and gross income permanently set aside for charitable purposes.
Agenda
Faculty
T.J. Aldous
Fennemore Craig, P.C.
- Of counsel at Fennemore Craig, P.C. in Phoenix, Arizona; previously associated with various other firms including McGuireWoods and Baker & Hostetler
- Spoken about and commented on issues involving the taxation of trusts with multistate contacts, including for Bloomberg BNA, Virginia Banker’s Association, and the American Association of Attorney-Certified Public Accountants
- Published articles include: Taxation of Trust Income: What Are the Constitutional Limitations to Impose Tax, and Are States Adhering to Them?, Tax Management Weekly State Tax Report, 2014 Weekly State Tax Report 3, 4/11/14; Taxation of Trust Income: What Is a Resident Trust And How Does a Jurisdiction Decide It Should Be Taxed?, Tax Management Weekly State Tax Report, 2014 Weekly State Tax Report 3, 4/4/14; Knight v. Commissioner and Its Impact on Proposed Regulation §1.67-4, Tax Management Real Estate Journal, Vol. 24, No. 3, p. 60 (2008)
- Representation of high net worth individuals and national, regional, and local banks and trust companies on matters involving trust administration and taxation
- Named a Rising Star in Super Lawyers 2012
- Active member of the Arizona State Bar
- J.D. degree, University of Kansas; LL.M. degree in taxation, New York University
- Can be contacted at 602-916-5468 or [email protected]
Steven Hilton
Fennemore Craig, P.C.
- Associate attorney at Fennemore Craig, P.C. in Phoenix, Arizona
- Practice areas include trust & estates (including charitable planning) and taxation
- Spent two years at Ernst & Young; also worked for a smaller firm in Ventura County, CA and a mid-size firm in Salt Lake City, Utah
- Has been involved in multiple services organizations (including Rotary International), chambers of commerce, and was previously a board member of the Ventura County Taxpayer’s Association
- M.A. degree in accounting (taxation), Brigham Young University (top-ranked accounting program)
- Can be contacted at 602-916-5467 or [email protected]
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