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Money on a Monday: Trust filing season
Manage episode 457080494 series 2502227
Have you set up a trust to serve as a financial support vehicle for your minor children, a child with special needs, or a family member with a disability? Perhaps you have a trust set up for inheritance purposes. Did you know that there are a number of tax requirements when it comes to trusts? John Maytham speaks to Paul Roelofse, a certified financial planner with Paul Roelofse and Associates, to get an understanding of the tax requirements when it comes to trusts, because Trust Filing Season is currently underway and closes on 20 January 2025.
See omnystudio.com/listener for privacy information.
1877 episoder
Manage episode 457080494 series 2502227
Have you set up a trust to serve as a financial support vehicle for your minor children, a child with special needs, or a family member with a disability? Perhaps you have a trust set up for inheritance purposes. Did you know that there are a number of tax requirements when it comes to trusts? John Maytham speaks to Paul Roelofse, a certified financial planner with Paul Roelofse and Associates, to get an understanding of the tax requirements when it comes to trusts, because Trust Filing Season is currently underway and closes on 20 January 2025.
See omnystudio.com/listener for privacy information.
1877 episoder
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