February 18, 2021
12:00 PM – 1:30 PM CST
In this webinar, speakers will discuss tax saving tools that can be used when creating returns for 2020 until March 6th. Speakers provide a top ten list of planning tips that can help attendees save on income taxes in the future – tips that can help not only CPAs but lawyers involved in creating or managing trusts. The course will include the October 2020 provisions on the deduction of excess losses upon termination of an estate or trust, which will allow the 2018 and 2019 returns to change. This course also covers the rules for multiple trusts, taxation of trust income and distributions in the US for the first 65 days of a year, and the 2021 tax bracket.
CLE
This presentation is approved for 1.8 hours of CLE general credit in Missouri and 1.5 hours of general credit in California and Illinois.
speaker
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Steve Gorin Steve is a nationally recognized practitioner in the fields of estate planning and structuring private companies. Attorneys, accountants, and business owners regularly seek Steve’s new, knowledgeable insight into the best possible tax and estate planning approaches to their transactions. |
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Laura Duncan Laura’s practice focuses on all aspects of estate planning, including preparing estate planning documents, estate and tax law, tax planning, and corporate succession planning. Laura takes care of the administration of estates and trusts as well as the preparation of estate and gift tax returns as fiduciary income tax returns. She also advises executors and trustees on fiduciary responsibility, administrative issues, and tax preparation and planning. |
