Fiduciary Income Tax Refresher and Update 2023

In this webinar the presenters will discuss tax-savings tools that can be used between now and March 6 when preparing 2022 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. This course will also address the multiple trust rules, state fiduciary income taxation, distributions in the first 65 days of a year, and the 2022 tax bracket. We will discuss traps when an estate or trust terminates. 

CLE
The live presentation of this webinar was approved for 1.5 hours of general CLE credit in California, Illinois, and Texas; 1.8 hours of general CLE credit in Missouri; and 1.5 hours of professional practice CLE credit in New York. Please visit the CLE Overview page to see how the CLE credit for this recorded webinar can be applied in CA, IL, MO, NY, & TX. 

If you are interested in receiving CA, IL, MO, NY, or TX CLE credit for watching the recorded presentation, you must register for the program by clicking here. If you are not interested in receiving CLE credit, you can watch the presentation by clicking the play button on the video.

Participants will only be emailed a Certificate of Attendance if the webinar is viewed in its entirety. If you were unable to view the webinar in its entirety, please contact webinarinquiries@thompsoncoburn.com to see if you are eligible to receive partial credit. 

If you do not receive your Certificate of Completion, please e-mail webinarinquiries@thompsoncoburn.com. 

Presenters:
Laura Duncan
Steve Gorin