Perhaps the most common situation is one in which an individual held S corporation stock in a grantor trust, but grantor trust status terminated when the grantor died. This 4-page white paper developed by nationally renowned tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, will go into the details about trusts as S corporation shareholders and how it might be a beneficial tax planning strategy for your clients.

This is Tax Planning Idea #4 from “The Top 40 Tax Planning Opportunities for 2022” eBook.

SKU: WPRSKTRUSTSCORPSHAREHLDRS