Conference Materials
Fiduciary Tax - Update and Overview
Wednesday, May 4, 2022 9:15 AM - 10:15 AM
Speaker
Douglas P. HartManaging 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
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Presentation