Fiduciary Tax

Fiduciary tax returns are synonymous with trust tax returns. Trust income is taxed at either the entity or the beneficiary level, depending on whether: (1) each income, loss, or deduction item is part of the trust’s distributable income, or part of a change in the principal, and (2) the income, loss, or deduction item is distributed to the beneficiaries, or retained by the trust. For these and other reasons, a trust can be a very powerful tax planning tool.  See the posts below for more fiduciary tax information by subject.

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