Nuts & Bolts of Fiduciary Income Taxation
Wednesday, January 25, 2023, 12:00pm - 02:00pm
Contact Terry Parker Duane


Joint Virtual Meeting with MCBA
Nuts & Bolts of Fiduciary Income Taxation

This is an introductory course on fiduciary (estate and trust) income taxation. We will discuss fiduciary income tax brackets, IRD, DNI and special rules available for effective estate and trust income tax planning. A case study and sample tax returns will be discussed.
Speakers will be Jacqueline Riorden, CTFA, ESL Trust Services; Katherine V.A. McCurdy, Esq., Kate McCurdy PLLC; and Victoria Kleehammer, CPA, EFPR Group LLP
This program has been approved for credit in the following jurisdiction(s):
New York State Unified Court System, CLE Board
Credit has been approved with the New York State Unified Court System, CLE Board for 2.00 Skills credits.
All other disciplines are pending approval.
Event Rates
$80.00 Members 
$120.00 Non-Members 
$40.00 Non-Member Audit 
$50.00 Legal Services 
$50.00 New Admittee 
$70.00 YLS 
$0.00 NonAtty/AudAtty 
$0.00 Student 
$70.00 Trust & Estates Section 
$70.00 EPC Member (not a member of MCBA see below)
Not a member of MCBA?
Call Susan Hearn at This email address is being protected from spambots. You need JavaScript enabled to view it. or 585-402-7183
to make sure you receive the discounted rate for EPC Members.
Location ZOOM - Virtual Only

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