Program 5 Chair: Stacey D. Spivey
HOA Region-Panel Discussion of State Income Tax, State Estate and Gift Taxes, and Principal and Income Act
Moderator: Cynda Ottaway
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Nebraska – Coming soon
Fiduciary Income Taxation of Trusts and Estates and Form 1041 Issues, including DNI, and taxation of simple complex trusts and estates
Instructor: Janet Rae Montgomery
Minimizing or Eliminating State Income Taxes on Trusts and Jurisdictional Issues Regarding Fiduciary Income Tax
Instructor: Richard W. (Dick) Nenno
- Minimizing or Eliminating State Income Taxes on Trusts and Jurisdictional Issues Regarding Fiduciary Income Tax
- Minimizing or Eliminating State Income Taxes on Trusts and Jurisdictional Issues Regarding Fiduciary Income Tax PowerPoint
Practical issues regarding estate and gift tax returns
Instructor: Tom Overbey
Basis Consistency and Form 8971
Instructor: Lora Davis
- Navigating the Curves and Potholes on the Highway to Basis Consistency
- Navigating the Curves and Potholes on the Highway to Basis Consistency PowerPoint
Generation-Skipping Transfer Tax
Instructor: Jane Gorham Ditelberg