Error loading player: No playable sources found

EST2212

Income Tax Planning for Trusts

Date
June 7, 2022
$4900
Standard Price
This product is also available as part of the following products:
Thumbnail for Advanced Estate Planning (as part of AICPA & CIMA ENGAGE 2022)
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA & CIMA ENGAGE 2022)
Thumbnail for AICPA & CIMA ENGAGE 2022
This includes sessions from AICPA & CIMA ENGAGE 2022:

This session will review various planning opportunities available for trusts including (1) including gains in DNI, (2) qualifying for the income tax charitable deduction, (3) how the final Section 67(e) regulations affect planning, (4) funding fractional versus pecuniary bequests, (5) distributions in-kind, (6) termination of trusts, (7) state income taxation of trusts, (8) the most frequently used power to create grantor trust status, (9) trusts as S corporation shareholders and (10) the Section 645 election.

Learning Objectives

  • Assess a quick overview of some of the most important planning opportunities for trusts
  • Compare various planning opportunities available for trusts

Speaker

Speaker Image for Jeremiah Doyle
SVP/Family Wealth Strategist, BNY Mellon Wealth Management

Related Products

Thumbnail for 2022 IRA and Retirement Planning Update (PFP, EST, TAX)
2022 IRA and Retirement Planning Update (PFP, EST, TAX)
This session will cover the best 2022 retirement tax planning strategies. The program will show CPAs how to react to the most recent tax changes, including the SECURE Act, and other major tax planning changes…
Thumbnail for AICPA Trust, Estate, and Gift Tax Technical Resource Panel Update
AICPA Trust, Estate, and Gift Tax Technical Resource Panel Update
AICPA advocates for good tax policy, including on trust, estate, and gift tax issues. This session will cover the many developments and projects the TRP is advocating for in the estate and trust area. Contacts with Treasury, IRS, and Congress are emphasized…
Thumbnail for Your Tax Prep Questions Answered: 706, 709, 1041 (PFP, EST, TAX)
Your Tax Prep Questions Answered: 706, 709, 1041 (PFP, EST, TAX)
Forms 706 and 709 are both extensively filed and often times incorrect through insufficient disclosures. Preparing very few Forms 1041 can lead to errors as well. Your instructors believe there are NO stupid questions and invite you to bring your questions to this interactive session…
Thumbnail for Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks)
Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks)
This session will engage the participant in understanding languages of appreciation and how to leverage them to create a sustainable culture of belonging and relevance. Take part in dynamic conversations and gain tools and techniques to engage and retain BIPOC teammates…

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.