Trust Reporting

Is trust reporting finally here?  Under the revised and current legislation, trust reporting rules will now apply  to trust taxation years that end after December 30, 2023.  Under the new regime most trusts will be required to file a T3 Trust Income Tax and Information Return annually, including trusts that have never filed before.  Come and learn how these rules impact bare trusts and potentially charities with express internal trusts.
Date Oct. 20, 2023 | Time 9AM – 11AM PT | Online | $158
In this session we will cover:
  • Applicability of the reporting requirements to various types of trusts
  • Expanded reporting requirements for all trusts
  • Practice management considerations

Facilitator: Shane Schepens, CPA, CA

Intended participant: This session is for all practitioners who will need to advise, and or assist, clients with their trust reporting obligations.

Verifiable CPD Hours: 2.0

Ethics Hours Included: 0.50