🎓 Course Title:

Intro to Form 1041 for Estates & Trusts

🕒 Format: On-demand training (~45–60 mins)

📌 Level: Intermediate | Tax Pros & EROs

What You’ll Learn:

When Form 1041 is required

How to handle fiduciary income & distributions

Key schedules: B, D, G, K-1

Difference between 1041 and 706

Step-by-step prep workflow & best practices

Bonus:

✅ Sample engagement letter

✅ Intake form template

Perfect for preparers, EAs, or staff onboarding!