2021 Proposed Tax Reform: Fiduciary Income Tax Planning
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2021 Proposed Tax Reform: Fiduciary Income Tax Planning

3 months ago · 2.4 MB Download

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On September 13th, the House Ways & Means Committee released draft legislation that included a multitude of trust tax changes. You can use these slides to follow along with the podcast, Fiduciary income tax planning moves to make now. These slides include the following topics related to 2021 proposed tax reform.

  • Trust threshold for the higher income tax and capital gains rates

  • Trust threshold for the 3% surtax

  • Trust threshold for the NIIT expansion and 199A cap

  • Specifics of grantor

Download the 2021 Proposed Tax Reform: Fiduciary Income Tax Planning

File name: 20211015-tax-reform- taxation-trusts.pdf

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