Fiduciary and CPA John Grimes will present tax issues surrounding timing and recognition of income and deductions, explain the 65-day Rule and how to inform the IRS, allocation of Income & Deductions between the estate or trust and the beneficiaries, trust language options and subtleties, why timing of distributions are important, Trustee, Executor or Administrator’s potential liability for taxes, and discuss fairly recent change in who is entitled to accountings while the grantor is still living.
PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA
Education, Advocacy and Advancement for Professional Fiduciaries
Tax Issues for Fiduciaries & Trust Language to Consider
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About the Course
Member Price: $50.00
Non-Member Price: $70.00
CE / MCLE Awarded:
1.0
Presented Date: January 18, 2024
Certified Public Accountant, Certified Fraud Examiner, Calif. Licensed Professional Fiduciary and National Certified Guardian with 30 plus years accounting experience combined with 25 plus years of estate and trust administration. Experienced in estate & trust tax matters, forensic accountings, court accountings and trust administration in litigious environments. Frequently serving as a qualified expert witness in multiple counties on estate and trust tax and administration matters, including fiduciary responsibilities. Continuing educational instructor for estate attorneys and professional fiduciaries with a focus on providing consulting to attorneys and professional fiduciaries.
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