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    July 01, 2023

    Fiduciary Income Tax Committee

    Committee Leadership

    Chair

    Anna Katherine Moody

    Vice-Chairs

    Francisco Garcia, Jr.

    Juliann Krolick

    Anna Soliman

    About the Committee

    The Fiduciary Income Tax Committee addresses various aspects of the tax law as it relates to Trusts and Estates. These include split-interest charitable trusts, unitrusts, fiduciary accounting, income in respect of a decedent, taxation of estate and trust income (both to the trust and its beneficiaries), asset protection, grantor trusts, fiduciary administration and income taxation of retirement plans.

    We are committed to providing high quality continuing legal education programs to its members (to date, primarily at Committee Meetings and at Mini-Programs) on fiduciary income tax related topics. Our goal is to provide talks and panel discussions on particular substantive topics, new developments, and drafting points. While many topics are for experienced practitioners, we also try to address the educational needs of those new to the practice.

    Another important role of the Committee is to provide comments and guidance on new developments in the law, always paying particular attention to doing so with sound tax policy objectives in mind.

    Message from Leadership

    Welcome to the Fiduciary Income Tax Committee's webpage. As many of you know, the Tax Section meets three times a year, generally in January or February, in May in Washington, DC, and then in August or September. Our committee meets on Saturday morning from 8:30 a.m. to 11:30 a.m. For those of you unable to attend the meetings, each meeting is recorded and available for sale from the ABA. Also, the ABA Tax Section provides the materials from the meetings on the website available to members. We welcome your suggestions on topics on which you would find of interest at these meetings and we are always looking for individuals who would like to speak on topics relevant to fiduciary income tax and estate planning. If you are interested in speaking, please let us know. We also are happy to introduce you to other practitioners to speak on a panel at any of the meetings.

    If you are interested in joining our committee, please send us your contact information and we will add you to our list. There also is a list-serv available on this page through which you can contact other members of the committee with your fiduciary income tax questions and ideas.

    We look forward to another year of serving as your Committee Leaders and seeing you at a meeting soon.

    Stay in Touch with Your Committee: Listserv and Hivebrite

    Each Tax Section committee has a mailing list (listerv) and a Hivebrite community. Information about and links to both are below. 

    Listserv

    Committees share news, events, and updates through a dedicated committee listserv. As a committee member, you are welcome and encouraged to share resources, events, or ask questions to fellow committee members that are directly relevant. The listserv email address can be found below. You are automatically added to the listserv and will receive email notifications when you join a committee.   Learn more about managing your committees.

    Click the link above to view the committee listserv email address. Note: you must be logged in and a Section Member to view the address.

    Hivebrite

    In addition to listserv, each committee has a Hivebrite community. Here, committees can share meeting materials or recordings, committee newsletters, and more. All Tax Connect discussion posts have been moved over to the committee's Hivebrite community

    More Resources

    Listserv Etiquette

    A full FAQ and How to for using listserv is available here. Here are the basic dos and don'ts of using a committee listserv. The committee listserv email address is available above. Note: you have to be logged in and a Section member to view it.

    • Do reply to the listerv with substantive responses (please email “thank you” emails to the individual).
    • Do utilize the member directory to send private messages or individual messages.
    • Do reach out to Tax Staff if you have questions or issues with the community or listerve.
    • Do refer to the FAQ pages for specific problems or concerns.
    • Don’t reply all asking to unsubscribe, please follow the instructions to leave the committee.
    • Don’t share the listserv email outside of the committee.
    • Don’t post commercial messages.

    Join the Committee

    This committee is open to all Tax Section members. To join click here and then click Join Committees or follow the detailed steps below. A more detailed committee help page is available here. Not a Section Member? Join today!

    1. Click Log In in the upper right corner of this website.
    2. Log in to your My ABA account. If you do not remember your email address or password, click Need Help Logging In? and follow the instructions.
    3. Once you are logged in, click 'Hi Your Name' in the upper right then click My ABA.
    4. On the My ABA Dashboard page, click on Manage Memberships (a button toward the right with a right arrow).
    5. If you are a Section Member,  you will see Section of Taxation under Specialty Group Memberships & Committees, click Join Committees to the right. If you are not a Section member, consider joining the Section to access our committees.
    6. You will now see a list of Tax Section Committees. To join one, simply click Join next to the name of the committee. A check mark will appear to confirm you have joined. To leave a committee, simply click the check mark and you will see Join reappear indicating you are no longer a member of that committee.
    7. Joining a committee will automatically add you to the committee's listserv. Committees encourage member involvement through these committee listservs, other online platforms, and in-person at our meetings and events. 

    Have a Question or Need Assistance? Contact Staff

    If you have questions contact staff at the email addresses below and we will respond as soon as possible!