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WEBINAR – Taxation of Trusts: What Do I Need to Know as 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 9, 2021 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?
PRESENTERS:
Managing Director,
Wealth Management
CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor
We hope you can join us!
Sincerely,


Robert Carpenter
President and CEO

For questions or help registering please contact,

Cortney Caronna | Client Associate | BWFA | emailus@bwfa.com | 410-461-3900
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