​​​​​​​​​​​​​​​​​​​​​​​​Michigan Chapter Education

Summer Special - Final 1040, Estates and Trusts

This event will host Lawrence Zimbler, EA, MST and offer the following education:

• Final 1040, Estates and Trusts:
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  Dealing with Deceased Taxpayer Issues: This 8 hour session will cover the issues of dealing with the decedent's final income tax return, the various ways in which the decedent's assets may continue following the death (beneficiary, estate or trust, or some combination) and how to properly split the income, planning methods available for dealing with the transition of IRD producing assets being transferred. Determining the tax year of the estate or trust, and preparation of the first year of the trust or estate entities (or both). The Michigan Fiduciary Income Tax return will be included < 10% of the entire presentation. An introduction of both the federal Unified Transfer Taxes and the impact of the taxpayer's death on prior actions and post death approaches to these transfer taxes and the likely upcoming reduction of the unified credit."

Register Now!

Date & Time:

August 8, 2024
Attendee Check-In: 7:30 a.m. ET
Education: 8:00 a.m. - 4:30 p.m.
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Location:

Best Western Okemos/East Lansing Conference Center
2209 University Park Dr
Okemos, MI 48864
517-349-8700

Fees:

Early registration ends July 29, 2024.

Registration includes print materials. Non registrants may email the MI chapter treasurer, Becky VanDort to purchase print materials for a $110 fee for members and a $140 fee for non-members.

Meals are included with registration. Although guests are not permitted in the seminar, they can join paid registrants during lunch for a $35 fee. Please contact Leslie Echols at 248-867-7233 by July 29 with any special menu or seating requests. Special requests are not available after July 29.

Under state law, only service animals will be allowed to ensure all paid attendees will be in a supportive learning environment without distractions.

Cancellation Policy:

Cancellations must be submitted to NATP by August 2, 2024, and are subject to a 20% fee.

All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.

Understanding Michigan Flow-Through Entity Taxes (Webinar)

Since 2021 Michigan has allowed certain entities, such as partnerships and S corporations, a Michigan flow-through entity (FTE) tax credit, which is allocated to the individual Michigan tax returns. In addition to a credit for Michigan FTE tax, adjustments for the entity's Federal deduction of Michigan FTE tax are often required, resulting in additions or subtractions on the individual Michigan 1040s. The reporting of these Michigan FTE credits, additions and subtractions on an individual 1040 will be explained. This webinar will also cover the procedures for an entity to elect, file and pay Michigan FTE tax and the reporting requirements for an entity to report Michigan FTE information to its individual owners.

Date & Time:

Location/Materials:

A link to the materials will be emailed to pre-registered individuals the night before. Materials will also be available to download from the webinar platform during the session.

Fees:

Early pricing available until September 13, 2024.

Cancellation Policy: