“The Life Changing Magic of Grantor Trusts”

This presentation by a nationally recognized practitioner in the areas of estate planning and structuring of privately held businesses will provide:

• An overview of annual taxation of Partnerships and S Corporations; reporting basis: which trusts are eligible to hold S Corporation stock
• Fixing blown deadlines; details on annual income taxation of trusts
• Cash mismatches with QSSTs and Grantor Trusts
• Passing depreciation to beneficiaries; planning for the Passive Loss Rules and Net Investment Income (NII) Tax