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Technical

Top Tips for Effective Trust Income Tax Planning Logo aicpa

  Robert Keebler |   Free |   AICPA |   15 Jun 2015 |   AICPA.org
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In this video, Bob Keebler discusses how CPAs can effectively help clients with tax planning for trusts, including strategies like bracket management, reducing income tax with trust distributions, and reducing state income tax with trust situs.

Topics covered:
  • Personal financial planning: Technical: Estate planning: Process, taxation & strategies, Intermediate
  • Personal financial planning: Technical: Estate planning: Process, taxation & strategies, Advanced
  • Personal financial planning: Technical: Estate planning: Trusts, Intermediate
  • Personal financial planning: Technical: Estate planning: Trusts, Advanced

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