Trusts and 1041
Greater Long Beach Chapter In-Person Meeting

Date/Time:

Wednesday, July 29, 2026
6:00 PM Registration/ Dinner
7:00 PM Presentation

Location:

The "Grand Events Center" Long Beach
The Catalina Room
4101 E Willow St
Long Beach, CA 90815

Topic: 

By the end of this course, students should be able to:
-Prepare and complete Form 1041, including the required schedules and attachments.
-Prepare beneficiary reporting using Schedule K-1 (Form 1041).
-Apply federal tax rules related to trust and estate deductions, exemptions, and credits.
-Recognize common compliance issues and filing requirements for fiduciary income tax returns
-Explain the purpose and legal structure of trusts and estates.
-Distinguish between revocable and irrevocable trusts and identify common trust types.
-Understand fiduciary duties and responsibilities of trustees and executors.

Presenter(s):

Steven S. Tyre
Steven S. Tyre, CPA, has more than 50 years of experience in public accounting, taxation, business consulting, estate planning, and insurance services.Since 1974, Mr. Tyre has operated a private CPA practice in Temple City, California, specializing in tax planning and preparation, business accounting, trust and estate taxation, fiduciary accounting, and estate matters. He has assisted individuals, businesses, trusts, and estates with complex tax compliance, financial reporting, and strategic planning.Prior to establishing his private practice, Mr. Tyre worked as a Staff Auditor with Price Waterhouse Coopers LLC in Los Angeles from 1972 to 1974, where he gained extensive experience in auditing, accounting, and financial reporting for a variety of business clients.In addition to his accounting practice, Mr. Tyre founded and operated the Tyre Agency, a full-service insurance agency in Los Angeles. The agency provides comprehensive insurance solutions, including life insurance, health insurance, property insurance, and automobile insurance, allowing clients to integrate tax, financial, estate, and risk management planning.Mr. Tyre's extensive background in taxation, accounting, trusts and estates, and insurance provides clients and students with practical, real-world knowledge developed through decades of professional experience.

Tony Tyre
Tony J. Tyre is the founder of Tyre Law Group, a Southern California law firm focused on estate planning, trust administration, probate, conservatorships, and elder law. He is a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization—an elite designation held by fewer than one percent of California attorneys. Tony earned his undergraduate degree from UCLA and his law degree from Southwestern Law School. Known for his practical, client-centered approach, Tony has helped thousands of individuals and families protect their assets, preserve their legacies, and navigate complex estate and trust matters. He regularly educates the public on estate planning through seminars, media appearances, and community outreach, and has been recognized for his professional contributions and service to the community. Today, Tony focuses on helping families and business owners create thoughtful estate plans that provide clarity, protection, and peace of mind for future generations. He also practices a lot in post-death trust administration and probate court matters.

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02310-26-I
CTEC: 1000-CE-05799

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost if registered by July 26, 2026
Registration Fee (Member): $60
Registration Fee (Non-Member): $90

Cost if registered after July 26, 2026
Registration Fee (Member): $70
Registration Fee (Non-Member): $100

To register for our Greater Long Beach chapter education event, contact via call or text Maggie Flores (562)230-0381 or Audrey Yeboah (310)990-2070 or email us at: [email protected]. Should you wish a nonmeat dinner, please mention this at the time that your registration is made.

Cancellation and Refund Policy: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.

CSTC has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. 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, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.