Bend Chapter

August 25 & 26, 2016

Molly Lessard, EA, LTC and US Bank Trust Officers Linda Thomas-Bush and Jennifer Lessard

August 25, 2015 Time 9-12 and 1-4            6 hrs

The basics of the final 1040 and the initial 1041, Examples and questions. We will follow the information to the return and discuss the following: What returns need to be filed and when they need to be completed. Following the document, Gathering the information. and Pulling it all together

August 26, 2015 Time 9-12 and 1-4            6 hrs

U.S. Bank Trust Officers sharing actual administration challenges and the need for estate planning. Working with the attorneys for the best outcome. Examples more advanced questions and solutions. Elections, tax planning, asset transfers, IRA planning.

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Sponsor #:  B6U61