ARM YOURSELF WITH KNOWLEDGE
KODIAK TRUST COMPANY WEBINARS
WHAT TOPICS DO THE WEBINARS COVER?
We cover a variety of both international and domestic topics relating to taxes, trusts, and pressing issues effecting the market. We strive to share our knowledge with our fellow CPA, trust lawyers, and other financial professionals.
WHEN ARE THE WEBINARS?
Typically we schedule 2 webinars per quarter. Our goal is to have one focus on the international market and the other focus on domestic changes in the United States. Because we like to keep our topics topical we do not have a year calendar, but many of our watchers keep tabs by subscribing to our Quarterly Newsletter.
Each of our Quarterly Newsletters come with information on our webinars as well as links to claim your seat. Not only that, they also contain the latest updates on Kodiak Trust Company and several articles on current influences to the domestic market.
For those not interested in the quarterly newsletter we also have a webinar channel you can subscribe to! The channel features our upcoming webinar and any updates will be automatically emailed to subscribers.
CURIOUS ABOUT OUR PREVIOUS WEBINARS?
DECEMBER 1ST, 2020
If you are drafting or establishing a California trust for income-tax-sensitive clients, you might want to rethink your trustee selection clauses. Mistakes here, at 13.3% fiduciary income tax, can be costly to your clients and, possibly you. Non-Residents do not understand why they should pay 13.3% on their income, when they have little or nothing to do with California. That sentiment does not change simply because the non-resident once lived in California, or had a parent living in California, who bequeathed them some appreciating assets. Peter S. Meyers of Fox Rothschild LLP discusses the changing landscape of the resident-non-resident departing California, the resident-non-resident trust, and how planners can fairly easily avoid the issue by proper drafting.
FEBRUARY 25TH, 2021
Our clients are worried about new, proposed and rumored increases in taxes. Renowned Jack W. Chu and Anthony Liang address the new and proposed tax changes at the Federal and State (California) level and what tax planning clients should consider in light of the coming tax law changes.