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Taxability of Trust Distributions - GLB Chapter Meeting 7.25.18
The Grand Events Center in Long Beach
4101 E. Willow Street
Long Beach, CA 90815

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Wednesday, July 25, 2018, 6:00 PM PDT
Category: Chapter Meetings

Taxability of Trust Distributions
Greater Long Beach Chapter Meeting


July 25, 2018
6:00 p.m. start time


Grand Events Center
4101 E. Willow

Long Beach CA,90815

Program Details:

Taxability of Trust Distributions

The presentation will cover Internal Revenue Form 1041 explaining the differences between Complex and Simple Trusts, distribution basics, types of income and DNI calculations with examples given, treatment of capital gains, form review. Information regarding Distribution Ordering Rules will also be reviewed. Finally practitioner points will be given that include tier system, 65 day rule, distributions in kind and specific bequests.


Paul Scholz, CPA

Paul Scholz is the Managing Partner of Onisko & Scholz, CPAs. He possesses a Master's Degree in taxation and servers as Partner in charge of tax planning and compliance for individuals, estates, trust and privately held companies. He supervises a staff of CPAs who specialize in income, estate and other taxes including payroll, property, and sales taxes. Paul is personally involved with estate planning and compliance for high net worth individuals and estates and regularly supervises the preparation of court accountings for fiduciaries. Degrees include the following: MS Business Taxation, Golden Gate University, BS-Accounting, CSULB Professional affiliations: California Society of CPAs, American Institute of CPAs


Registration fee (please make check payable to CSTC):
$35 CSTC members 
$40 Non-members 

To make reservations – please call Dennis: 562-421-8523 by Wednesday, July 18, 2018
If no reservations, there is no guarantee you will be able to eat, or get a seat!!

CPE information:

2 Federal Law Hours
IRS: 18QC1-T-01013-18-I 
CTEC: 1000-CE-4388

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.

Contact: Call Dennis: 562-421-8523