East Bay Chapter Meeting
Thursday, June 13, 2024, 11:30 AM - 1:30 PM PDT
Category: Chapter Meetings
Meeting Title: Tax Issues for Fiduciaries & Trust Language to Consider
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]
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