Name
Beyond Inheritance: Navigating Beneficiary Income Tax Issues in Trust Administration
Date & Time
Tuesday, September 24, 2024, 2:30 PM - 3:30 PM
Description
This course will review common beneficiary income tax issues when inheriting ongoing trust shares, whether staged distributions or continuing trusts. There are a myriad of issues in which the practitioner should be conversant. Topics include:
- Simple vs. Complex Income Trusts
- Post Calendar Year End Distributions
- S Corporation Stock
- Partnership Tax Cost Basis
Speakers
Track
Trusts & Estates