Series 65: Taxation Of A Trust

Taken from our Series 65 Online Guide

Taxation of a Trust

Complex trusts can either distribute income to beneficiaries or not distribute it. Simple trusts will distribute all income to beneficiaries. When income is distributed to beneficiaries, it is reported by the beneficiaries and included in their taxable income. The trusts themselves do not pay taxes on this distributed income. Trusts do pay taxes on income they do not distribute to the benefic

+ Read More

More Series 65 Info

What are people saying?

Create an Account

Since you're reading about Series 65: Taxation Of A Trust, you might also be interested in:

Series 79 - 3.1.1. Working Capital

Series 50 - Exercise

Series 50 - Flat Price

Series 66 - Individual Retirement Accounts (IRAs)

Series 26 - Regulatory Notification and Business Curtailment

Series 65 - 2.6.10. Bid-Ask Spreads

Series 7 - 7.1.2.1.3. Low-Risk

Series 50 - Suitability of Recommendations Requirement

Series 79 - Defenses and Exemptions from Liability

Series 65 - 1.1.2.2 Yield Curves

Series 27 - Regulatory Notification

Series 50 - Exercise

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I took the exam three days after we spoke. I had to drive 75 miles to the test center. I finished the exam in a little under two hours and did not want to second guess myself in changing any of my answers. Upon completion of the exam, and subsequent grading I saw a 65 on the screen and I couldn't believe I did so poorly. However, the 65 I saw stood for the Series 65 not my grade and several lines below was my grade which was an 87. Thus I passed with a minimum amount of study looking over your online exam simulator. The questions were very similar to your review questions and I am sure that a candidate who reviews your questions and understands the application will have no problem passing the exam. Thanks for a great product.

Jeff Dampf

Solomon Exam Prep material was great. Explained in a way that is easy to learn and follow. Test questions really help the material sink in. I had failed the Series 66 twice using another service. When it came time to find new material for the Series 65 and Series 63 Solomon was it. I passed both the 65 & 63 with flying colors and I have Solomon to thank for that.

Jeff Champigny, Merrill Lynch, Greensboro, NC

Thanks again for all your help. Loved the study materials and the book was very well written and easy to read. [Series 65]

Josh J. Solana Beach, CA

I had my licenses but I let them lapse after I sold my firm. Now we're starting a new firm and I needed a refresher and studied your book and used the exam simulator. I passed the Series 65 and your materials were a big help. Now I am back for the Series 7 and I want your book, audio book and exam simulator. Thanks for an excellent product.

Jason Luquire Pawleys Island, SC

I just wanted to let you know I took the Series 65(85), Series 63(90) and Series 7(90) and am pleased as can be with your guides and practice materials. Not only do they contain the facts that are needed to pass the exams, but are actually presented in a format that you are still interested and awake by the time you get there! Really brilliant instructions.

Michael, CPA, Registered Representative

Awesome customer service and material. Will definitely be a returning customer

Michael, MM Financial Planning. New York, NY

Solomon Exam Prep has moved to Pass Perfect! Contact support to move your account →

Series 65: Taxation Of A Trust

Taken from our Series 65 Online Guide

Since you're reading about Series 65: Taxation Of A Trust, you might also be interested in:

Ask the Professor

Thanks for being part of the Solomon community!

All securities exam prep and IAR CE courses must now be purchased
at Pass Perfect. Go now →