Seminar Overview:

Our clients are aging and the need for estates services continues t o grow. As 1040 income continues to decrease with free and inexpensive online options for taxpayers, growing services in more specialized areas is essential. GEAR UP’s Brian Eisenmenger provides form preparation walkthroughs of basic and intermediate case studies for federal 1041, 706 and 709 forms. This is an excellent primer for practitioners who have done no or little estates preparation work and a nice refresher for those who have done some work in this area. It’s a great way to build or grow this service within your practice.

Meet Your Presenter:

This virtual session is scheduled to be presented by GEAR UP’s Brian Eisenmenger (presenter could change based on circumstance). The course includes important reference aids to insure your mastery of the information and confidence in using it to service your clients.

Seminar Fees:

Active Member: $110
Associate Member: $110
Education Member: $110 (when out-of-state membership is paid)
Member Employee: $137 (includes Associate Membership)
Non-Member: $160

To Register: GEAR UP Preparation of Forms 1041, 706 & 709 - September 19, 2023

NOTE: To register more than 4 people from your firm, call MTAP at 517-641-7505. Please have each individual’s name, email address, and PTIN (if applicable) on hand before calling.