Conference Materials

2022

Fiduciary Tax - Update and Overview

Wednesday, May 4, 2022 9:15 AM - 10:15 AM

Speaker

Douglas P. Hart

Managing Partner
TRUST PROCESSING SOLUTIONS
Cincinnati, Ohio

Speaker Bio

Session Description

The topic is fiduciary taxes. Please join Doug for a discussion of tax duties, liabilities, and issues that an administrator of Trust accounts will encounter for certain types of trust accounts. Attendees will learn the Trustee responsibilities in the tax space and how organizations address these responsibilities. Doug will also cover what tools or services are available to help Trust departments with fiduciary tax compliance requirements?

Session Materials

Presentation

Presentation