Webinar
In this webinar the presenters will discuss tax-savings tools that can be used between now and March 6 when preparing 2020 returns. The presenters will provide a top-ten list of planning tips to help attendees save income tax going forward – tips that can help not only CPAs but also lawyers involved in drafting or trust administration. The course will include the October 2020 regulations on deducting excess losses on termination of an estate or trust, which allow for the amending of returns for 2018 and 2019. This course will also address the multiple trust rules, state fiduciary income taxation, distributions in the first 65 days of a year, and the 2021 tax bracket.
CLE
The live presentation of this webinar was approved for 1.5 hours of
general CLE credit in California and Illinois and 1.8 hours of
general CLE credit in Missouri. If you are interested in receiving
credit for watching the recorded presentation, please click here.
Presenters:
Laura Duncan
Steve Gorin
Download Slides
Please note that this is a 90-minute webinar
Originally Presented:
February 18, 2021
The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.
