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Many clients use trusts as part of lifetime planning, and most estates generate income during administration. These entities follow income tax rules that differ in important ways from individual taxpayers, particularly in how income, deductions, and distributions are reported. Understanding these distinctions allows practitioners to prepare accurate fiduciary returns and to advise clients on the tax impact of administration and distribution decisions. This course introduces the structure of the fiduciary income tax return and the concepts that drive how income is taxed to the entity or passed through to beneficiaries.
Accounting and finance practitioners who want a working knowledge of fiduciary income tax reporting Prerequisite
None Advance Preparation
None IRS Approved
Yes CFP Approved
No
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