0      0

AICPA & CIMA ENGAGE 2021


ENG2117 - ENG2117. Advanced Fiduciary Income Tax - Selected Issues


Jun 9, 2021 2:00pm ‐ Jun 9, 2021 3:15pm

Description

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.

Speaker(s):

  • Jeremiah Doyle, BS (Accounting), JD, LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management
  • Bob Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Partner, Keebler and Associates, LLP
Tags: EST TAX
Category: Concurrent Session Onsite and Online

You must be logged in and own this session in order to post comments.

Print Certificate
Completed on: token-completed_on
Print Transcript
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content