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ENG2117
ENG2117. Advanced Fiduciary Income Tax - Selected Issues
Date
July 28, 2021
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA & CIMA ENGAGE 2021)
This includes sessions from AICPA & CIMA ENGAGE 2021:
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA & CIMA ENGAGE 2021)
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.
Speakers
Senior Director/Family Wealth Strategist, BNY Wealth
Partner, Keebler and Associates, LLP
General
Tracks
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