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The session will provide a “Top Ten” list of issues, traps for the unwary and “unexpected foot-faults” that Estate Planners can experience specifically involving S Corporations. This includes not only gift tax and estate tax issues, but also situations involving Fiduciary Income Tax (Form 1041) return preparation as well as trusts being ineligible to hold S Corporation stock.
Speaker(s):
Marvin
D. Hills,
CPA/PFS, CLU, ChFC,
Contractor / Consultant,
Crowe LLP