Accounting Documents

Beneficiary Maintenance Program (BMP) - Tax Webinar

This workshop will provide you with a review of the mechanics of how your Inherited Trust is taxed for income tax purposes.  Prior to filing your personal income tax returns, we strongly encourage you to review this video presentation.  It will be updated on an annual basis in the month of January each year.

Scott A. Williams has been recognized by as Supurb rated and a Clients' Choice estate planning 

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© 2020 WILLIAMS ALLEN CASEY LPA | DISCLAIMER: The information contained on our website is provided for educational and informational purposes only; it is not intended to give personalized legal counseling or advice.  The receipt of this information does not establish an attorney-client relationship.  The information contained on our website should not be used as a substitute for professional legal advice, and we recommend you consult a qualified and licensed estate planning attorney for any personal counseling or questions you have.