Form 5227 101: Introduction to
Split-Interest Trusts

About the Webinar

Form 5227 for split-interest trusts is a complicated return filed by the trustee. It requires a great deal of detailed information. In our webinar, we will go over the type of information needed to complete the return and what you need to know if your organization is the beneficiary or trustee of a split-interest trust. We will also go over the basic types of trusts.

About Josee Giberson

Josee Giberson is a licensed Enrolled Agent with experience working in nonprofit tax. Josee also works with several nonprofits directly in her free time.