Navigating the Deductibility of Investment Advisory Fees for Trusts

Deducting Investment Advisor Fees Paid By Trusts

The tax treatment of investment advisory fees paid by trusts has become a hotly debated topic in recent years. The conflicting decisions of various circuit courts of appeals have led to discrepancies in tax treatment across different jurisdictions. While some courts have ruled that investment advisory fees paid by trusts are subject to the same…