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Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar
The tax landscape for trusts and estates is changing dramatically, and many traditional Form 1041 strategies may no longer work under the new “One Big Beautiful Bill Act” (OBBBA). The OBBBA significantly reshapes fiduciary tax planning for 2026 through 2029, creating new challenges and opportunities for estate and trust practitioners.
In addition, the IRS has introduced major revisions affecting Form 1041 preparation, including changes impacting fiduciary income taxation, trust distribution planning, the State and Local Tax (SALT) deduction, and increased compliance scrutiny for estates and trusts.
Practitioners who continue using outdated 2025 distribution models may expose clients to missed tax-saving opportunities, unnecessary tax liabilities, or costly Schedule J throwback rule consequences. Join leading fiduciary tax experts for this timely course to understand the new Form 1041 landscape, master the updated fiduciary tax rules, and learn practical strategies to help protect clients from costly compliance traps and planning mistakes.
Major Topics:
Learning Objectives:
Credits and Other information:
Who Will Benefit:
Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Speaker Profile:
Warren M Bergstein, CPA, AEP, More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of taxation and personal finance. At his firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of the Financial Planning Association, the New York State Society of CPAs, New York University, and others. In addition, he is an accomplished author, and has regularly contributed to publications like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams. He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily.
Credits and Other information:
We are approved to provide CPE/CE credits to Tax Professionals
We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.
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Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.
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| Date | Conferences | Duration | Price | Buy |
|---|---|---|---|---|
| Oct 14, 2026 | Mastering Charitable Remainder Trusts β Planning And Compliance With Form 5227 | 120 min | $149 | Buy |
| Jun 20, 2024 | Planning for 2025 and Beyond β Sunset of the Tax Cuts and Jobs Act | 120 min | $159 | Buy |
