Course Topics:
- The New 39% Trustee Tax Rate for New Zealand Trusts
- Beneficiary Income
- Trustee Income
- Trustee Net Income
- Trustee Income Flowchart
- Beneficiary Income Flowchart
- Increasing the Trustee Tax Rate to 39%
- Corporate Beneficiary Rule
- Deceased Estates
- Disable Beneficiary Trusts
Estimated Time: 2 hours
- Teacher: Miguel Serrano
Course Topics:
- Determine the additional requirements for reporting of trusts and exemptions
- Determine the details of reporting requirements following the minimum standard for Financial Reporting by Trusts
- Determine the details needed in trust reporting
Estimated Time: 2 hours
- Teacher: Miguel Serrano
Course Topics:
- Overview
- Current Law
- Trustee Income Flowchart
- Beneficiary Income Flowchart
- Increasing the Trustee Tax Rate to 39%
- Corporate Beneficiary Rule
- Deceased Estates
- Disabled Beneficiary Trusts
- Additional Notes & Summary and References
Estimated time: 2 hours
- Teacher: Miguel Serrano
Course Topics:
- Additional Reporting Requirements
- Exemptions
- Detail or reporting requirements
Estimated Time: 45 minutes
- Teacher: Miguel Serrano