CEU/MCLE:
1.0 - Estate
Presented Date:
January 18, 2024
Tax Issues for Fiduciaries & Trust Language to Consider
Description:
Fiduciary and CPA John Grimes will present tax issues surrounding timing and recognition of income and
deductions, explain the 65-day Rule and how to inform the IRS, allocation of Income & Deductions between
the estate or trust and the beneficiaries, trust language options and subtleties, why timing of distributions are
important, Trustee, Executor or Administrator’s potential liability for taxes, and discuss fairly recent change
in who is entitled to accountings while the grantor is still living.
Price:
Member - $50
Non-Member - $70
SPEAKERS:
John Grimes
Certified Public Accountant, Certified Fraud Examiner, Calif. Licensed Professional
Fiduciary and National Certified Guardian with 30 plus years accounting experience
combined with 25 plus years of estate and trust administration. Experienced in estate
& trust tax matters, forensic accountings, court accountings and trust administration in
litigious environments. Frequently serving as a qualified expert witness in multiple
counties on estate and trust tax and administration matters, including fiduciary
responsibilities. Continuing educational instructor for estate attorneys and
professional fiduciaries with a focus on providing consulting to attorneys and
professional fiduciaries.
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Course Details
For Distributors
Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.
| Quantity | Price per voucher |
|---|---|
| 1+ | $0.00 |
| Chapter 1 | 01:00:00 |
| Lesson 1 | 01:00:00 |