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Fiduciary Income Tax Refresher and Update 2023


In this webinar the presenters will discuss tax-savings tools that can be used between now and March 6 when preparing 2022 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 2022 tax bracket. We will discuss traps when an estate or trust terminates. 

California: 1.50 general  
Illinois:  1.50 general 
Missouri:  1.80 general credit 
New York: 1.50 professional practice (experienced & transitional)  
Texas:  1.50 general  

Laura Duncan
Steve Gorin

Tuesday, February 14, 2023

Begins at 12:00 PM Central Time