Rosemarie C. Steeb, Executive Director, Personal Financial Services, Ernst & Young LLP to Speak at KC’s Event on Form 1041 on 07/8/09
The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts has announced today that Rosemarie C. Steeb, Executive Director of Ernst & Young will speak at the Knowledge Congress’ webcast “Form 1041: How to Prepare an Accurate Form for Tax Professionals.” This event is scheduled for July 8, 2009, at 3:00 PM - 5:00 PM EDT. (For further details, please visit: http://knowledgecongress.org/event_2009_F1041.html)
New York, NY, April 29, 2009 --(PR.com)-- The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts has announced today that Rosemarie C. Steeb, Executive Director, Personal Financial Services and Exempt Organization Practice of Ernst & Young will speak at the Knowledge Congress’ webcast entitled: “Form 1041: How to Prepare an Accurate Form for Tax Professionals (CPAs and Enrolled Agents)”. This event is scheduled for July 8, 2009, at 3:00 PM - 5:00 PM EDT. (For further details, please visit: http://knowledgecongress.org/event_2009_F1041.html)
Event Synopsis:
Tax professionals must know how to fill in a Form 1041 accurately, to satisfy stepped up inspection by the Internal Revenue Service. This includes knowing the details of fiduciary income taxation and accounting perceptions.
A panel of key thought leaders and experts will discuss:
- Ways to address current issues about Form 1041
- Reporting rules for grantor and non-grantor trusts
- A detailed blueprint of ways to assure conformity.
Form 1041: How to Prepare an Accurate Form for Tax Professionals Live Webcast will also provide an analysis of fiduciary accounting income and its effect on determining taxable income. Enrolled Agents will find this information to be highly useful and important.
About Rosemarie C. Steeb
Rosemarie is an Executive Director in Ernst & Young's Personal Financial Services and Exempt Organization practice. She is based in the Buffalo, NY office location. She is the National Compliance Operations Leader for the Trust, Estate & Gift product lines with 22 years of overall experience in tax compliance and planning issues focused primarily on trusts, tax exempt organizations and high wealth family individual tax clients. Rosemarie has been consulted for expert witness testimony on matters related to fiduciary accounting income and distributable net income. Her major clients including bank trust tax departments and liquidating trusts as well as family groups with a multitude of types of fiduciary relationships including grantor retained annuity trusts (GRATs), electing small business trusts (ESBTs) and charitable split interest trusts are located in a variety of geographic locations including New York, Pennsylvania, Illinois, and West Virginia. She is a regular instructor at both firm sponsored and external organization education sessions covering a multitude of tax technical and non-technical topics.
Rosemarie is a CPA and a board member of the Western New York chapter of the New York State Society of CPA’s as well as member of the AICPA. She serves as Treasurer for National Federation of Just Communities of Western New York, Inc. and graduated with a B.S.B.A. in Rockhurst College.
About Ernst & Young, LLP
With respect to a description of my employer - Ernst & Young, LLP is one of the world's leading professional service providers -- offering assurance, advisory and tax services. Our professionals bring deep knowledge and experience in all areas of audit, advisory and taxation, and engage with clients through a global service delivery model that allows us to manage relationships and deliver quality and value consistently around the world.
For more information about Rosemarie C. Steeb and Ernst & Young, LLP please visit: www.ey.com
About The Knowledge Group, LLC/The Knowledge Congress Live Webcast Series
The Knowledge Congress is a series of live webcasts produced by The Knowledge Group, LLC, which examine trends, regulatory, and technology changes across a variety of industries. “We bring together the world's leading authorities and industry participants through informative two-hour webcast that study the impact of changing regulations and help businesses succeed through proper regulatory compliance.” To contact or to register to an event, please visit: www.knowledgecongress.org.
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Event Synopsis:
Tax professionals must know how to fill in a Form 1041 accurately, to satisfy stepped up inspection by the Internal Revenue Service. This includes knowing the details of fiduciary income taxation and accounting perceptions.
A panel of key thought leaders and experts will discuss:
- Ways to address current issues about Form 1041
- Reporting rules for grantor and non-grantor trusts
- A detailed blueprint of ways to assure conformity.
Form 1041: How to Prepare an Accurate Form for Tax Professionals Live Webcast will also provide an analysis of fiduciary accounting income and its effect on determining taxable income. Enrolled Agents will find this information to be highly useful and important.
About Rosemarie C. Steeb
Rosemarie is an Executive Director in Ernst & Young's Personal Financial Services and Exempt Organization practice. She is based in the Buffalo, NY office location. She is the National Compliance Operations Leader for the Trust, Estate & Gift product lines with 22 years of overall experience in tax compliance and planning issues focused primarily on trusts, tax exempt organizations and high wealth family individual tax clients. Rosemarie has been consulted for expert witness testimony on matters related to fiduciary accounting income and distributable net income. Her major clients including bank trust tax departments and liquidating trusts as well as family groups with a multitude of types of fiduciary relationships including grantor retained annuity trusts (GRATs), electing small business trusts (ESBTs) and charitable split interest trusts are located in a variety of geographic locations including New York, Pennsylvania, Illinois, and West Virginia. She is a regular instructor at both firm sponsored and external organization education sessions covering a multitude of tax technical and non-technical topics.
Rosemarie is a CPA and a board member of the Western New York chapter of the New York State Society of CPA’s as well as member of the AICPA. She serves as Treasurer for National Federation of Just Communities of Western New York, Inc. and graduated with a B.S.B.A. in Rockhurst College.
About Ernst & Young, LLP
With respect to a description of my employer - Ernst & Young, LLP is one of the world's leading professional service providers -- offering assurance, advisory and tax services. Our professionals bring deep knowledge and experience in all areas of audit, advisory and taxation, and engage with clients through a global service delivery model that allows us to manage relationships and deliver quality and value consistently around the world.
For more information about Rosemarie C. Steeb and Ernst & Young, LLP please visit: www.ey.com
About The Knowledge Group, LLC/The Knowledge Congress Live Webcast Series
The Knowledge Congress is a series of live webcasts produced by The Knowledge Group, LLC, which examine trends, regulatory, and technology changes across a variety of industries. “We bring together the world's leading authorities and industry participants through informative two-hour webcast that study the impact of changing regulations and help businesses succeed through proper regulatory compliance.” To contact or to register to an event, please visit: www.knowledgecongress.org.
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The Knowledge Congress
Thomas LaPointe, Jr., Executive Director
1.800.578.4370
www.knowledgecongress.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org
Thomas LaPointe, Jr., Executive Director
1.800.578.4370
www.knowledgecongress.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org
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