In this webinar the presenters will discuss tax-savings tools that can be used between now and March 6 when preparing 2018 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. A brief overview of the Uniform Fiduciary Income and Principal Act (UFIPA), the 2018 restatement of the Uniform Principal & Income Act, will be included.
Attendees at this webinar will:
The live presentation of this webinar was approved for 1.5 hour general CLE credit in California and Illinois and 1.8 hours of general CLE credit in Missouri. CLE credit is no longer available for this recording.
*Please note that this is a 90-minute presentation
Top Ten Tactical and Strategic Issues for Fiduciary income Tax Planning and Returns
February 12, 2019
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