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Fiduciary Income Taxes: The Top Five Things an Attorney Should Know

Maura Mannix

January 14, 2020


With the 2020 tax season upon us, ATG Trust Company has arranged for Attorney Larry Gregory, Estate & Business Law Group, P.C., to provide a refresher presentation on fiduciary income taxes. The program will include a review of the basics, plus five key topics crucial to accurate filing:

  • Entity-level tax vs. pass-through tax;
  • Trust accounting income vs. taxable income;
  • Distributable Net Income (DNI);
  • Estate vs. Trust vs. Section 645 Election; and
  • Limiting a fiduciary's liability.

Mr. Gregory will also discuss the most-asked questions of estate planning attorneys regarding fiduciary tax returns.

Before your clients start calling with questions, be sure you have the answers they'll need. Register now for this timely online program — and bring your questions. Our speaker will answer them as time allows.

Credit Hours:
Earn 1.50 MCLE in Illinois. 1.50 CLE applied for in Wisconsin.

Who Should Attend:
ATG Illinois agents; estate planning and trust attorneys, real estate attorneys, law students, and new attorneys in Illinois and Wisconsin.

Time

Log-In: 11:50 a.m. - 12 noon
Program: 12 noon - 1:30 p.m.


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