OUR LATEST POSTS

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NEW AND EXPANDED TRUST REPORTING: It’s Here! (part 6)
Please see parts 1-5 in our previous posts. Traditional trusts   Under the previous rules, a trust was required to file a trust return if one of several conditions were met, such as the trust having taxes...
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NEW AND EXPANDED TRUST REPORTING: It’s Here! (part 5)
Please see parts 1-4 in our previous posts. STEP 3: What information must be disclosed?  Where a trust is required to file a tax return, the identity of all the trustees (who is on title or holds the asset),...