WEBINAR: Taxation of Trusts: What Do I Need to Know as Trustee?
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
JULY 16, 2024
11:45 AM – 1:00 PM
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?
