Online Estates, Trusts and Gifts Course

There will be an Online Estates, Trust & Gifts course starting September 22 and continuing until October 29. The course will be held on Tuesdays and Thursdays from 6:00 pm – 9:00 pm Eastern time. If you cannot make the Live class at that time, the classes will be recorded and available for replay until 7/31/10.

This course is not an introductory course and is designed for the more experienced tax preparer. Independent study during the course is strongly recommended. The following materials will be covered in the class:

  • Preparing Form 1041
  • Final 1040 & Estate Form 1041
  • Estates, Gifts & Trusts Tax Topics


There is a cost of $199.00 for this course which covers the three books needed, one for each Part.

The course is listed on the homepage of ZeeNet. Students will need a ZeeNet login, that is provided by the office, to access the registration links and the class recordings. Use the Training registration system to register yourself or one of your employees for this course. Please include the name of the Student registering for the course, the entity # they’re associated with and the address to send the books. Make sure the student’s STATUS is set to “available”. The Entity account will be billed $199.00 for each registration. For employees of the entity, you will need to collect their registration fees.

If you or one of your employees has any questions, send an e-mail to EstatesTrustsGifts@libtax.com

Registration: Webex Registration


Class 1 - 9/22 - Form 1041 Class 2 - 9/24 - Form 1041 Class 3 - 9/29 - Form 1041 Class 4 - 10/1 - Form 1041
Class 5 - 10/6 - Form 1040 Class 6 - 10/8 - Form 1040 Class 7 - 10/13 - Form 1040 Class 8 - 10/15 - Form 1040
Class 9 - 10/20 - Estates, Gifts & Trusts Class 10 - 10/22 - Estates, Gifts & Trusts Class 11 - 10/27 - Estates, Gifts & Trusts  


Book PDFs:

Liberty Tax Service® has been approved by the California Tax Education Council to offer Liberty Tax® School (CTEC Course #2097-QE-0001), which fulfills the 60-hour "qualifying education" requirement imposed by the State of California to become a tax preparer. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, toll-free by phone at (877) 850-2883, or on the Internet at www.ctec.org

Licensed by Oregon Higher Education Coordinating Commission (OAR) 715-045-0033(6). Students must pass the Tax Preparer examination given by Oregon Board of Tax Practitioners before preparing tax returns for others.

In Maryland and New York, additional instruction and requirements are necessary to prepare an individual for employment as a Registered Tax Return Preparer.

In Arkansas, Liberty Tax® is licensed By the SBPCE State Board.

In Tennessee, students will be offered employment per satisfactory completion.

Liberty does not make any promise, warrant or covenant as to the transferability of any credits earned at Liberty Tax Service®. Credits earned at Liberty Tax Service®, may not transfer to another educational institution. Credits earned at another educational institution may not be accepted by Liberty Tax Service®. You should obtain confirmation that Liberty Tax Service® will accept any credits you have earned at another educational institution before you execute an enrollment contract or agreement. You should also contact any educational institutions that you may want to transfer credits earned at Liberty Tax Service®, to determine if such institutions will accept credits earned at Liberty Tax Service® prior to executing an enrollment contract or agreement. The ability to transfer credits from Liberty Tax Service® to another educational institution may be very limited. Your credits may not transfer, and you may have to repeat courses previously taken at Liberty Tax Service® if you enroll in another educational institution. You should never assume that credits will transfer to or from any educational institution. It is highly recommended and you are advised to make certain that you know the transfer of credit policy of Liberty Tax Service®, and of any other educational institutions you may in the future want to transfer the credits earned at Liberty Tax Service®, before you execute an enrollment contract or agreement.

*Enrollment in, or completion of, the Liberty Tax® Course is neither an offer nor a guarantee of employment, except as may be required by the state. Additional qualifications may be required. Enrollment restrictions apply. State restrictions may apply and additional training may be required in order to become a tax preparer. Valid at participating locations only.