You mention partner and trust in the same sentence. Conflating issues. But also expecting a bit much from a bookkeepers forum. You need a tax advisor as Leger states. If you are a bookkeeper, you should point your client towards a tax advisor and Accountant who have the necessary skills to deal with this. As this question came rapidly on the back of asking about Portia, I would also suggest you take any prior comments on this subject on Aweb with a pinch of salt, given the rapidly changed tax world in that sector since she was last able to post without Sift having a wobblehead session about her use of language without appreciating her brilliance.
