Trust Taxation: Accounting vs. Distributable Income and DNI Calculations

Trust taxation can grow infinitely complex and convoluted, so we've broken it down to the essentials. This fundamental course offers an overview of how trust income is taxed and the key tactics that are involved in its management and reporting.

• Compare conduit and accumulation trusts for tax purposes.
• Clarify what constitutes accounting income.
• Weigh key factors when making the decision whether to distribute income.
• Review common DNI scenarios through case studies.

Presented by: Joshua R. Driskell

CLE: 1.0 general credit 

Approved States: CA, CO, NJ, NV, NY, OK, PA, VT

(AK, AZ, CT, MO, ND, NH, TX eligible to claim credit)

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance. 

WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members. Please access and view it here via the member website for optimal experience and inclusion in your Member Profile.