How 'See Through' is 'See Through'? - Tax Nuances of Grantor Trusts

Zoom Webinar

Tuesday, August 19th, 2025 11:00 am - 12:00 pm MST (AZ Time)

Presented by Samuel DiPietro, Attorney at Spencer Fane LLP and Brian Hartstein, Partner at Bayntree Wealth Advisors

How 'See Through' is 'See Through'?: Tax Nuances of Grantor Trusts

Grantor vs. Non-Grantor Trusts: Key differences and tax implications.
Revenue Ruling 2023-2: IRS says “no way” to stepped-up basis—what now?
Sections 121 & 1202: Unlock tax-saving opportunities for your clients.
Life and Death of a Grantor Trust: What happens during life and after death?

Licensed CPA – 1 CPE Credit Hour

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