Bare Trust Reporting: Paused for ...
Bare Trust Reporting: Paused for Now, But Questionable Changes Could Be Ahead
AJAG PD POD with CPA's Tabac and Tucker by AJAG Professional Development
S2 · E2
Mar 17, 2025
59:53
Episode notes

Bare trust reporting may be on hold for 2024 tax returns, but don’t get too comfortable as this isn’t going away. The latest draft legislation has raised concerns among tax lawyers due to its legal language and potential implications. In this episode of AJAG PD Pod, Tax Lawyer and Founder of Advotax Law, Anna Malazhavaya joins Ivan & Jonathan to break down what CPAs need to know. Tune in for real world insights - and fictional underworld lessons from hit series The Sopranos - that make these complex rules easier to understand.

Keywords
bare trusts
legislation