2023 Personal Trust Q&A Podcast

Q&A Call 03/27/24


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See the Video Recording here:
https://us02web.zoom.us/rec/share/DeqJNEFJPhni1h9OtNZsErugL9iImJJGo5TRTVOf5w99J-tI5WA50RuETlXPL-c1.rykww966cvLTm3DS?startTime=1711555456000   

Access the Live Transcript here:
https://otter.ai/u/dwQNo7B05Il5luWHfkCrou5158s?tab=summary   

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Outline:
- Accounting calls and celebrations. (5:47)
- Taxes, investments, and trusts. (13:37)
- Trust accounting and backdating documents. (21:12)
- Trusts and LLCs for tax purposes. (31:30)
- Rental property accounting for fiduciaries. (38:22)
- Trust accounting and income allocation. (43:48)
- Tax implications of rental income in a trust. (50:58)
- Trust law and common law. (58:05)
- Uniform Laws and Their Applicability in Tax Cases. (1:05:04)
- Trust accounting principles and IRS regulations. (1:12:07)
- Trust taxes and mail service. (1:20:39)


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2023 Personal Trust Q&A PodcastBy Ginamarie Gaudio-Grace