Calendar Recordings

ABA Information:

1-800-BANKERS


Event Details
The Tax Deductibility of Trustee Fees: IRS Proposed Rule, Interim Guidance and the Knight Decision
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Tuesday, April 8, 2008

Presented by

  • Grace Allison, Vice President, Personal Financial Services Division,
    The Northern Trust Company, Chicago, IL
  • Ronald D. Aucutt, Partner, McGuireWoods LLP, McLean, VA
  • Charles D. Fox, IV, Partner, McGuireWoods, LLP, Charlottesville, VA
  • Joseph W. Mooney, Fiduciary Tax Counsel, US Bank, NA, St. Louis, MO
  • Phoebe Papageorgiou, Counsel, Center for Securities, Trust and Investments, American Bankers Association, Washington, DC (moderator)

Summary

The recent Supreme Court Decision in Knight v. Commissioner of Internal Revenue, as well as the Internal Revenue Service's proposed rulemaking and interim guidance, have profoundly affected the bank trust business and the tax treatment of investment management fees. Learn how the IRS's regulatory actions and changing interpretation of the law affects your trust business.

Additional Information

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