NAIFA CE Day – Trust and Estate Tax Issues

3-3:50pm Topic: Trust and Estate Tax Issues

Speakers: Erin Prest CPA/PFS and Chad Gall, CPA 

About the talk: Specialize in providing solutions to trust and estate tax issues.  In this session, they will discuss some of the basics of fiduciary taxation and go into more detail on deductions and tax “traps”. Erin co-leads the Anders Family Wealth & Estate Planning Group, and the two proactively work with clients and their legal and financial advisors to assist them in understanding and complying with changing tax laws and increasing regulations. They will specifically cover:

  • Income Tax Rates and Brackets, ordinary income tax rates and capital gains rate;
  • Difference between simple and complex trusts;
  • Charitable Deductions and Distributable Net Income