In Person: Fiduciary Tax: What You Didn't Know You Need to Know

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Wednesday, June 11, 2025 @ 1:00pm 4:30pm
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Description

Whether you're new to fiduciary tax or seeking to refine your expertise, this course is packed with actionable knowledge that will elevate your understanding of fiduciary tax concepts. The session will allow attendees to gain practical insights into key tax reporting requirements for fiduciaries, navigate the complexities of income distribution deductions, further awareness of various trust types and related tax concepts, including special elections and rules as well as tax effects for beneficiaries.

Credits

Category Amount
Taxation 4.00

Would you prefer to receive printed materials in addition to electronic materials?

Links to the e-materials will be listed with your course registration in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available.

If you request printed materials, they will be available for pick up at the registration desk on the date of the class. The option to request printed materials is only available up to 5 business days prior to the course date. Walk-in registrants and those registering between 1 and 5 days before the course will be sent an electronic link to the e-materials by default. “Extra” printed course materials will not be available on site. Printed materials are not available for conferences.



Leaders

Jessica L. Cooley

Jessica Cooley works closely with families, individuals, and business owners, and has been doing so for over 20 years. Specializing in the areas of succession and tax planning, spanning estate and gift tax consulting, trust administration and planning, and business solutions, Jessica works with clients to maximize the efficiency of multi-generational wealth transfers, business exits, and asset protection. Besides a CPA, Jessica is also a Certified Financial Planner, supplementing her tax expertise by also assisting clients in financial planning/resource deployment and preservation.