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Fiduciary Income Tax Refresher and Update 2024


In this webinar, the presenter will discuss tax-savings tools that can be used between now and March 5 when preparing 2023 returns. Our presenter will provide a top-ten list of planning tips to help trusts and estates save income tax going forward – tips that can help lawyers involved in drafting or trust administration. This course will also address state fiduciary income taxation, distributions in the first 65 days of a year, and current tax brackets. We will also discuss an IRS comment on electing small business trusts and net operating losses.

The live presentation of this webinar was approved for 1.5 hours of general CLE credit in California, Illinois, and Texas; 1.8 hours of general CLE credit in Missouri; and 1.5 hours of professional practice CLE credit in New York. Please visit the CLE Overview page to see how the CLE credit for this recorded webinar can be applied in CA, IL, MO, NY, & TX. 

If you are interested in receiving CA, IL, MO, NY, or TX CLE credit for watching the recorded presentation, you must register for the program by clicking here. If you are not interested in receiving CLE credit, you can watch the presentation by clicking the play button on the video.

Participants will only be emailed a Certificate of Attendance if the webinar is viewed in its entirety. If you were unable to view the webinar in its entirety, please contact webinarinquiries@thompsoncoburn.com to see if you are eligible to receive partial credit. 

If you do not receive your Certificate of Completion, please e-mail webinarinquiries@thompsoncoburn.com

Steve Gorin

Originally Presented:
February 13, 2024