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Fiduciary Income Tax Refresher and Update 2018


In this webinar the presenters will discuss tax-savings tools that can be used between now and March 6 when preparing 2017 returns. The presenters will provide a top-ten list of planning tips to help attendees save income tax going forward – tips that can help not only CPAs but also lawyers involved in drafting or trust administration. The effect of 2017 tax reform will be included.

Attendees at this webinar will:

  • Learn how 2017 tax law changes affect income tax planning for trusts relating to deductions
  • Learn how the new 20% deduction for qualified business income works with trusts and immediate action that may need to be taken to optimize tax results.
  • Get refreshed on tools to save income tax overall when considering the trusts’ or estate’s and  beneficiaries’ overall income taxes

The live presentation of this webinar was approved for 1.0 hour general CLE credit in California and Illinois and 1.2 hours general CLE credit in Missouri. CLE credit is no longer available for this recording.

Laura Duncan
Steve Gorin

Steve's current materials, Structuring Ownership of Privately-Owned Businesses: Tax and Estate Planning Implications, are available by emailing sgorin@thompsoncoburn.com

Originally Presented:
February 14, 2018