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
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