Meeting 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.

Registration Close Date:
The deadline to sign up for the meeting is Tuesday, June 11, 2024 (no exceptions and no walk ins)

Speakers:
John Grimes

CEU/MCLE:
1.0/1.0 - Estate

Date
Thursday, June 13, 2024

Time:
11:30am to 1:30pm

Meeting Price:
Members $30
Non-Members: $40
Student: $20

Thank You To Our Sponsor:
Beth Misak of True Link

Meeting Address:
Orinda Community Center - Room: 09AB
28 Orinda Way, Orinda, CA 924563
(meeting in the FOUNDERS AUDITORIUM this time)

Who Can Attend?
Members and Non-members (everyone)

Meeting Price:
Members $30
Non-Members: $40
Student: $20

Food:
Boxed Lunch
Vegetarian Option Available

Management Level of Difficulty:
Intermediate to Advanced

For More Information Contact:
Brad Kuechler
[email protected]