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Fiduciary Income Tax Refresher and Update 2022

Webinar

In this webinar the presenters will discuss tax-savings tools that can be used between now and March 6 when preparing 2021 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. 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. We will discuss using annuities and life insurance to avoid high income tax rates in light of a recent private letter ruling. 

CLE
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. The webinar was also approved for 1.5 hours of general-experienced and general-transitional CLE in New York. 1.5 hours of general CLE credit is pending in Texas. If you are interested in receiving credit for watching the recorded presentation, please click here.

Presenters:
Laura Duncan
Steve Gorin

Originally Presented:
March 3, 2022