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

go to www.lsia.com to register!

 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!