For those Filing a BOI Report, you may need this publication from FinCEN.

Small Entity Compliance Guide.

For additional information go to www.fincen.gov/boi or www.fincen.gov/contact

Fiduciary & Federal Estate

LSIA is Hosting the Fiduciary and Federal Estate Seminar for 2024-

go to www.lsia.com to register!

Fiduciary (1041) and Federal Estate (706) Seminar

16 hours of CPE Presented by Mary Mellem, EA and David Mellem, EA


 Federal Estate Form 706                                                                         Fiduciary Form 1041

The Practical Side of an Estate                                                                  Gathering Documents

Finding Assets                                                                                              Filing Requirements 

Dealing with Representatives                                                                    Allocation of Income Between the Decedent's Final Return and the Form 1041

Filing Requirements                                                                                     Line-by-Line Discussion of the Fiduciary Return of a Decedent 

Reasons for Filing                                                                                        Revocable Trust vs. the Estate

Elections Including Portability and Alternate Valuation                         Income Tax Elections for Estates

Line-by-Line Discussion of the Forms and Schedules                           And Much, Much More!

2024 Dates & Locations


  • Louisiana

    Baton Rouge - June 3 & 4, 2024

    Sponsor: Louisiana Society of Indpendent Accountants (LSIA) call (985) 446-0484 or visit www.lsia.com to register.

  • Florida

    Sarasota- October 3-4

  • Texas

    Dallas- October 17-18

    Plano- January 16-17, 2025

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