What to Do Once Your Trust is Up and Running
2021 is expected to bring changes to estate and tax policy, Medicaid and more. If you have a trust or are thinking about creating one, it is important to anticipate what’s ahead so you can maximize wealth, minimize tax and achieve all of the goals for your trust.
Join Pierro, Connor & Strauss on April 22 for our popular, quarterly Trust Workshop. Attorneys Louis Pierro and Aaron Connor will be joined by CPA David Wojeski in this live educational program to cover everything you need to know, including:
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Why, How and for Whom Trusts are useful
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Reporting needed: different trusts require different reporting and accountings, learn what you need to know for your trust
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Income Tax and Gift Tax Filings: keys to saving taxes and reporting properly
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Fiduciary Accounting: how to keep accurate records and account for trust activity properly
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Deadlines: learn how to stay ahead of the game
Speakers
Louis W. Pierro
Founding Partner, Pierro, Conner, & Strauss, LLC
Aaron E. Connor, Esq.
Managing Partner, Pierro, Connor & Strauss, LLC
David Wojeski, CPA,
Wojeski & Company
Event Details
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