events

Using Trusts As S Corporation Shareholders

When:
Hosted By:
New York University Tax Conferences
People:
Location:
The Westin New York at Times Square

270 W 43rd Street

New York, NY 10036

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Designing the right trust to hold S corporation stock requires an assessment of the grantor’s planning needs and potential tax consequences. This presentation explores various types of S corporation trusts, including grantor, testamentary, QSSTs, and ESBTs, and the impact to these trusts of 2017 tax reform changes to pass-through provisions.