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Form 1041 Schedule J Accumulation Distribution for Certain Complex Trusts

Form 1041 Schedule J Accumulation Distribution for Certain Complex Trusts

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Instructions and help about Form 1041 Schedule J Accumulation Distribution For Certain Complex Trusts

hi david christello here from jetpack workflow and growing your firm podcast i wanted to walk through a 1041 tax return workflow diagram now of course if you are watching this anywhere but the blog you can always go to jetpackworkflow.com blog for free articles free trainings more free videos and so much more so let's dive into the 1041 tax return workflow diagram now we like to separate these into three different buckets we like to put receive and confirm process and fulfill and then file and follow up now before we dive into these buckets you know what is the point of creating a workflow diagram why do we do this in the first place well we want to have complete transparency and we want to have a 360 view of how things are moving through our firm or practice and by setting up and designing or even just brainstorming a workflow diagram you're able to see where all the moving pieces are and more importantly able to identify bottlenecks in your system you're able

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