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Trust and Estates - 2025
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SUMMIT
About This
Summit
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Presenters
Sessions in this
Summit
Decedent Estate and Final 1040
The Tax Implications of Divorce
Distributions from Non-grantor Trusts
Trusts and Form 1041
Halfway There: Key Tax Changes for 2025 (So Far)
Gifts to Trusts
Form 709 and Adequate Disclosures
Intro to Estate Tax
Marital Estate tax planning trusts: Credit Shelter, Bypass, QTIP, and more
Completing Form 706 and the Portability Path
Tax Administration in 2025
GILTI as Charged: Schedule I-1 & Form 8992
Split Interest Charitable Trusts and Form 5227 Compliance Matters
Who Pays the tax: DNI and Capital Gains for Non-grantor Trust
Tax Relief in Times of Crisis: The 2024 Disaster Bill and 2025 Updates
Federal Energy Credits for Individuals & Businesses After OBBBA
Tuesday, July 29, 2025 ยท 3:00 PM EDT
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