This is an important episode for anyone interested in wealth management, estate planning, or financial security.
Whether you're considering setting up a trust, a trustee managing assets, or a financial advisor guiding clients through these changes, this podcast is a valuable resource to keep you in the know.
The new trust reporting rules will become effective for taxation years after December 30, 2023. They will place a heavier burden on trustees to gather and report information on or before the March 30, 2024 filing deadline.
Show Notes:
T3SCH15 Beneficial Ownership Information of a Trust
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