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Livestream: Estate & Trust

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Tuesday, October 26, 2021 @ 8:30am 12:00pm
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Description

As more clients are using trusts for estate planning and wealth management purposes, it is essential to explore fiduciary income taxation, including the related compliance and planning issues and concerns. This course provides a valuable review of key issues and considerations that arise in connection with the income taxation of trusts and estates to help participants understand the obligations of trusts and estates and how these obligations affect beneficiaries. This CPE course provides practical knowledge and examples related to calculation and allocation of taxable income and its presentation on the appropriate tax forms, an overview of the impact of various election options, and special considerations related to distributions.

Credits

Category Amount
Taxation 4.00

Course Materials

Links to the e-materials will be listed with your course registration in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available.



Leaders

Jessica L. Cooley

Jessica Cooley, CPA leads GranthamPoole’s Succession & Estate Planning Services team, providing individuals and multi-generational family groups with critical tax planning around the issues that affect them most: business enterprise succession, estates and trusts, gifting techniques and philanthropic activities. Her expertise allows her to coordinate between clients, their attorneys and other professional advisors to execute on strategies and opportunities to realize tailored wealth transfer goals.