Webinar - Growing Your Firm's Revenue using the Non-Grantor Trust State income Tax Chart

Date: Tuesday, October 22, 2019
Time: 12:00pm - 1:00pm
Location: Elevations Credit Union
Speaker: Steve Oshins

Join BCEPC Program Committee chairman Justin Dituri and BCEPC committee member/host Jorin Bale at Elevations Credit Union on October 22nd at 12:00 noon for our next hosted webinar with content provided by the National Association of Estate Planners and Councils (NAEPC).

 We will be featuring a presentation by Steve Oshins “Growing Your Firm's Revenue using the Non-Grantor Trust State Income Tax Chart.”  State income taxation of trusts is becoming a big issue.  The state in which a trust is “located” has an impact on the trust’s income tax bill – some states collect no tax, others collect a sizeable tax.

Mr. Oshins presents nationally on this topic and publishes an annual chart comparing trust state income tax issues across the fifty states.  This should be valuable information across all disciplines to best assist our clients. 

CE accreditation for NAEPC webinars:  Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit.

There is no cost to attend.  Please plan to arrive a few minutes early to get your seat.  You may bring a lunch as well.

Directions to Elevations Credit Union are attached to this invitation.  Simply click on the link to RSVP so that your name can be added to the attendee list and provided to the Credit Union beforehand.

Reminder:  The local estate planning council does not have the resources to obtain continuing education credit for these webinar events.  Thank you for your understanding.


Related Document(s):

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