Lynda Doland, CPA, MT is a Director at Corrigan Krause and leads the Estate, Gift and Trust niche at the firm.
What are the year-end moves you should make if you are a trustee?
- When you are collecting your personal tax data, watch for items sent that are issued in a trust ID number. Once you have collected all of your data, send it over to us! You can send us hard copies, or use our secure client portal (http://corrigankrause.wpengine.com/new-client-portal/)(on our website) to s