WEBINAR: Taxation of Trusts: What Do I Need to Know as a Trustee?

 

Greetings! BWFA invites you to an interactive workshop discussion, “Taxation of Trusts: What Do I Need to Know as Trustee?” This webinar will explore the tax rules for trusts and how they are different than individuals.   Webinar Tuesday, March 21, 2023 from 11:45 AM to 1:00 PM EDT   TOPICS WILL INCLUDE: What information do I need to provide my tax preparer? What language in the trust do I need to understand? What is my liability for filing? Do I need a bank account? As trustee, am I required to make distributions? What tax information will the beneficiaries receive annually? I can’t make it PRESENTERS: TOWNSEND HORNOR, JR. CEPS Managing Director, Wealth Management & Executive Manager LAWRENCE M. POST  CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor We hope you can join us! Sincerely, Robert Carpenter President and CEO BWFA is a Fee-Only/Fiduciary Advisor. For questions or help registering please contact, Cortney Caronna | Marketing Associate | BWFA | emailus@bwfa.com | 410-461-3900 BWFA is proud to offer several webinars every week on a variety of financial topics as well as lifestyle and wellness topics. Webinars are complimentary and are easily accessed through Zoom. Feel free to forward this email to your friends and family who may be interested as well, they can virtually participate from anywhere in the world! Additionally, if you’d like to schedule a complimentary consultation via phone or Zoom, please email Cortney Caronna at ccaronna@bwfa.com.   View and signup for Upcoming Webinars at the link below.        CONNECT WITH US