Income and Fiduciary Tax Issues for Estate Planners, Part 1 Out of Stock
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About the Seminar - Computer Based Audio ONLY programs (No Video) - DOES NOT QUALIFY FOR CLE BIG TICKET
Part 1:
-Fiduciary income taxation framework and rules for estate and trust planners
-How fiduciary and income tax planning differ from each other
-Planning for fiduciary taxation v. planning for individual and corporate tax purposes
-Types of trusts - simple, complex, grantor - and differing tax rules for each
-Treatment of Distributable Net Income, including impact of 3.8% tax
-Understanding Trust Accounting Income, and impact of Prudent Investor Rule
About the Speaker
Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of Preparing Fiduciary Income Tax Returns, a contributing author of Preparing Estate Tax Returns, and a contributing author of Understanding and Using Trusts, all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. from Hamline University Law School, and his LL.M. in banking from Boston University Law School.
Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to 1.0 Estate Planning & Probate and 1.0 Taxation Law Specialty Credit Hour.
This seminar is an Intermediate level program.
Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2020, please use this course code: 201806ADT
Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2020, please use this course code: 213152ADT