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Fiduciary Income Tax Refresher and Update 2019

4.3 (1364)

Steve Gorin, CPA

Thompson Coburn LLP

Wednesday, November 27, 2019 | 10:00 AM EDT

  • CPA
  • EA

1.5 Credits


Subject Area


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Course Description

In this webinar the presenters will discuss tax-savings tools that can be used between now and March 6 when preparing 2018 returns. The presenters will provide a top-ten list of planning tips to help attendees save income tax going forward – tips that can help not only CPAs but also lawyers involved in drafting or trust administration. A brief overview of the Uniform Fiduciary Income and Principal Act (UFIPA), the 2018 restatement of the Uniform Principal & Income Act, will be included.

Learning Objectives

  • Learn how 2017 tax law changes affect income tax planning for trusts, including the latest rules on the 20% deduction for qualified business income and the multiple trust rules
  • Learn how UFIPA will help trustees optimize income tax results and actions to take when drafting estate plans whether or not UFIPA has been enacted in your jurisdiction.
  • Get refreshed on tools to save income tax overall when considering the trusts’ or estate’s and beneficiaries’ overall income taxes.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Auditors
  • Business Owner
  • CEO
  • CFO/Controller
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Non Profit Pros
  • Others
  • Senior Accountant
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Young CPA


    [no_of_record] => 1364
    [average] => 4.3050




A highly beneficial webinar offering extraordinary amount of information in three large files of from 100+m to 400+ annd finally 2400+ pages of related data. The data must have been an extremely time consuming job of gathering the dat for the benefit of the webinar attendees. This was one webinar you do not want to miss if it is offered at a later date


Alot of material covered in the 1.5 hours so moved along very quickly-always referred to the page number which was really helpful-downloaded some of the additional material he referred to-look forward to the upcoming webinars he is presenting


This webinar was very helpful to me in understanding and to explore my expertise, quite of interesting topics discuss by Steve which is very valuable to me understand more about topic, thank you Steve


Steve did an excellent presentation including a review of multiple trust topics plus some deep dives into specialized trust areas that enlightened me. Really appreciate the resource materials provided and access to his newsletters


Praise GOD! I got some valuable pointers that I can share with my clients. They have questions about inheritanced estates etc. and this particular webnar is an asset that will help me to explain better what's going on. I especially like the insight he shared regarding him leaving an inheritance for his twins and how no one will have to fuss over who needs the money most


Steve Gorin, CGMA, CPA, Doctor of Law (J.D.) has once again provided an excellent presentation on Fiduciary Income. He helps make complicated concepts easier to understand. An excellent presenter.