The Income Taxation of Grantor Trusts | Navigating Tax Changes for Expiring TCJA Provisions

In this informative video, Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Partner — Keebler & Associates, LLP, delves into the income taxation of grantor trusts, starting with foundational concepts and an overview of Subchapter J of the Internal Revenue Code (IRC). He discusses how grantors and significant stakeholders are treated as substantial owners, along with the benefits of grantor trusts in estate planning and tax efficiency. The video also covers the administrative powers of these trusts and the grantor’s ability