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Fiduciary Income Tax Refresher and Update 2021


In this webinar the presenters will discuss tax-savings tools that can be used between now and March 6 when preparing 2020 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 course will include the October 2020 regulations on deducting excess losses on termination of an estate or trust, which allow for the amending of returns for 2018 and 2019. This course will also address the multiple trust rules, state fiduciary income taxation, distributions in the first 65 days of a year, and the 2021 tax bracket. 

The live presentation of this webinar was approved for 1.5 hours of 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. 

Laura Duncan
Steve Gorin

Please note that this is a 90-minute webinar

Originally Presented:
February 18, 2021