"Frequent Fiduciary Tax Failures, Flops and Fiascos"
Presented by:
John Prokey
Ramsbacher Prokey Leonard
-and-
Justin Miller, J.D., LL.M, TEP®, AEP®, CFP®
Evercore Wealth Management
This program will cover forms fiduciaries often fail to file. The speakers also will mention miscellaneous mistakes made due to misunderstandings, miscommunication, and misinformation. Lastly, the presenters will show why shady and shifty trust shelters should be shut down.
Elections Covered
Section 6501 Request for Prompt Assessment
Section 6905 Request for Discharge of Personal Liability for Unpaid Gift Tax and Income Tax
Section 6081 Extension of Time to File
Section 6161 Extension of Time to Pay
Section 2204 Request for Discharge of Personal Liability for Estate Taxes
DNI Is Slightly Less Complicated Than DNA
Section 663(a)(1) Specific Gifts or Bequests
Section 643(e) In-Kind Distributions and Kenan Gain
Section 663(c) Separate Share Rule
Section 642(h) Excess Deductions After Termination
Shams, Scams, and No Thank You Ma’ams
Recent Cases and Rulings
LOCATION
Orinda Country Club
315 Camino Sobrante, Orinda, CA 94563
Check In, Networking & Cocktail Reception
*CASH ONLY BAR*
Meeting Close Feel Welcome to Stay and Network
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Please note all reservations & cancellations MUST be made no later than 2pm the Monday before the meeting. Refunds will not be granted to cancellations that are received thereafter. All cancellation requests need to be made in writing to EPCDiabloValley@gmail.com
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