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ENG2117 - ENG2117. Advanced Fiduciary Income Tax - Selected Issues

Jul 28, 2021 2:00pm ‐ Jul 28, 2021 3:15pm

Standard: $49.00


This session will discuss how the Section 199A deduction,  the 3.8% surtax on net investment income, the Section 642(c) income tax charitable deduction and other selected issues affect the preparation of the Form 1041. The discussion will cover the reporting requirements for both non-grantor and grantor trusts and available planning opportunities.  In addition, examples will be included and discussed for each of the topics covered.

Learning Objectives:
  • Identify the nuances of the various components of the distribution system of the income taxation of estates and trusts.
  • Discover the importance of distributable net income (DNI) and how it is allocated among beneficiaries.


  • Jeremiah W. Doyle, IV, Esq., BS (Accounting), JD, LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management
  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Partner, Keebler and Associates, LLP

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