Income Tax Considerations for Trusts and Estates: Avoiding the New Income Taxes

Video Recording | Slides | Outline 

In this video, Sidney Kess, CPA, J.D., LL.M. and Robert S. Barnett, CPA, JD, MS (Taxation) cover:

  • Fundamental overview of trust and estate taxation
  • Effect of ATRA and 3.8% NIIT on trust/estate taxation
  • Planning ideas to minimize tax impact
  • Opportunities and challenges for CPAs in this area