Deciphering Trust Reporting: Q&A Session 1.5 Credits
Part 2
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Nov 12, 2024 | 11:30 AM
ET
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This course is designed to provide professionals with a clear understanding of the latest changes in trust reporting regulations, including the mandatory filing of T3 Returns and Schedule 15 forms. Participants will gain insight into the new requirements for all trusts, the exceptions for listed trusts, and the specifics for bare trusts, ensuring they are equipped to navigate these regulations confidently.
In this CPD Course, will cover key topics such as the criteria for filing T3 Returns, exemptions for listed trusts, and the nuances of reporting bare trusts. We will address common questions and scenarios, including the treatment of joint accounts and real estate holdings, and provide clarity on the practical application of these rules. Case studies and real-life examples will be used to illustrate how to handle various trust situations, ensuring that participants can apply their knowledge effectively in their professional roles.
Key topics covered:
Join us, whether you are a seasoned professional or new to trust reporting, this course will enhance your expertise and prepare you to address the evolving landscape of trust reporting with confidence and precision.
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Valid upto : Aug 25, 2026
Valid upto : Aug 25, 2026
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