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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

OCTOBER 30, 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?
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 G. Carpenter

President & CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering, please contact

Cortney Caronna, Marketing Associate | emailus@bwfa.com | 410-461-3900