Trust Administration Workshop

11/15/2023 | Stark & D'Aprile, Certified Public Accountants P.C. | ,

Join Pierro, Connor & Strauss and Marie Stark, CPA, for Stark & D’Aprile,CPAs, PC for this FREE educational program and lunch on Monday, October 30th for our Trust Administration Workshop at the Capital Region Chamber of Commerce in Albany.

If you have a trust or are thinking about creating one, it is important to anticipate what’s ahead so you can maximize wealth, minimize tax and achieve all of the goals for your trust.  The work involved in administering a trust is a complex process. This workshop is designed to cover the trust administration process, as well as provide guidance for trustees and beneficiaries on specific topics such as:

  • Why, How and For Whom Trusts are Useful
  • Trust Assets: How to Meet Your Obligations as Trustee When Managing a Trust
  • Reports Needed: Different Trusts Require Different Reporting and Accounting
  • Income Tax and Estate Tax Filings – Keys to Saving Taxes and Reporting Properly
  • Fiduciary Accounting: How to Keep Accurate Records and Account for Trust Activity Properly
  • Deadlines – Learn How to Stay Ahead of the Game

Please register using the link below to attend the October 30th event at the Capital Region Chamber of Commerce at 5 Computer Dr S, Albany, NY 12205. https://www.pierrolaw.com/events/trust-administration-workshop/