Webinar
In this webinar, the presenter will discuss tax-savings tools that can be used between now and March 5 when preparing 2023 returns. Our presenter will provide a top-ten list of planning tips to help trusts and estates save income tax going forward – tips that can help lawyers involved in drafting or trust administration. This course will also address state fiduciary income taxation, distributions in the first 65 days of a year, and current tax brackets. We will also discuss an IRS comment on electing small business trusts and net operating losses.
CLE
The live presentation of this webinar was approved for 1.5 hours of general CLE credit in California, Illinois, and Texas; 1.8 hours of general CLE credit in Missouri; and 1.5 hours of professional practice CLE credit in New York.
CLE credit is no longer available for this recording.
Presenters:
Originally Presented:
February 13, 2024
