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
Wednesday, June 8, 2022 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 us using emailus@bwfa.com or 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 contact us using emailus@bwfa.com.

View and signup for Upcoming Webinars at the link below.