Trust taxation can grow infinitely complex and convoluted, so we've broken it down to the essentials. This fundamental course offers an overview of how trust income is taxed and the key tactics that are involved in its management and reporting.
- Compare conduit and accumulation trusts for tax purposes.
- Clarify what constitutes accounting income.
- Weigh key factors when making the decision whether to distribute income.
- Review common DNI scenarios through case studies.
This webinar is included for all WealthCounsel Subscribers.
Regular Price: $129 | Trusts & Estates Price: $0 | Trust Administration Price: $0 | Gun Law Price: $0 | Business Law Price: $0 | Marketing Source Price: $0
CLE:
1.0 credit
States Pre-Approved: AR, CA, MO, NJ, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, TN
No CFP
No CPE
NOTE: For accurate records, each employee in an organization must register individually for CLE attendance reporting and audit. Additionally, if multiple people from an organization (who have individually registered) would like to view together under one employee's registration and login, please send a list of those individuals along with the verification code(s) to cle@wealthcounsel.com, so their attendance is marked accordingly.
In order to be awarded the full credit hours, you must be present during the entire program.
For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com.