Description
Taxes play a critical role in fiduciary administration, yet many fiduciaries and guardians find themselves navigating complex tax issues without formal training. This practical program will provide an accessible overview of key tax concepts that arise when serving as a fiduciary, helping attendees better understand their responsibilities and work more effectively with tax professionals.
Whether you are a seasoned professional fiduciary or new to the role, this "mini tax school" will provide practical knowledge and real-world guidance to help you confidently navigate the tax aspects of fiduciary service.