Fiduciary, Individual, and Estate Tax Best Practices, Coordination, & Compliance

Date: Tuesday, May 11, 2021
Time: 11:45am - 2:00pm
Location: Via Zoom
Speaker: Charlie Kennedy, CPA, MBA, Vice President and Director of Tax Services at GT Reilly & Company

Fiduciary, Individual, and Estate Tax Best Practices, Coordination, & Compliance - A Taxable Income Perspective

  • Death & Taxes - How is income taxed to the newly deceased?
  • How to navigate Form 1040 and Form 1041 in year of death - A nuts & bolts approach
  • What is the difference between estate and trust filings when preparing Form 1041?
  • How does the step-up in basis impact Form 1041?

 

Charles R. Kennedy, CPA, MBA is Vice President & Director of Tax Services at G.T. Reilly. Charlie brings more than 20 years of experience working with high net worth individuals and families, as well as corporate, partnership, fiduciary tax clients.

Charlie joined G.T. Reilly in 2016 after working for national and regional accounting firms. He holds a bachelor’s degree and Master’s in Business Administration from Boston College. Charlie is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants, and he sits on the MSCPA’s Tax Committee. He is currently on his third term as a Selectman in Wrentham.

Charlie Kennedy - GT Reilly

CRK@GTReilly.com

 

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