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When Your Client Dies: Final Form 1040, Post-Death Elections and Planning

Description

Tax practitioners need special knowledge and skills when working with clients after a family member’s death. There are special tax rules associated with preparing a client’s final Form 1040 and a host of other issues and options that must be carefully addressed. Join us for this webcast so you can be at your absolute best as you support them through the necessary steps during those difficult times.

Learning Objectives
  • Describe the tax reporting requirements for a decedent client’s final Form 1040
  • Discuss the key unique post-death elections and decisions that should be considered for a decedent client
  • Understand changes in the law resulting from the 2017 Tax Cuts and Jobs Act
  • Accurately answer client questions regarding tax issues for a decedent
Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Tax
CPE Field of Study
Specialized Knowledge
2.0
Who Should Attend

CPAs
Tax professionals
Financial planners
Other qualified professionals

Instructor(s)
Steve Siegel
Prerequisites
  • Basic knowledge of tax compliance and planning concepts.
Advanced Preparation
  • None
Location
Online
Event Information
When
Oct 22, 2019
1:00 pm - 2:45 pm EST
Location
Online
Total CPE Credits
2.0
Format
Webinar

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$99.00

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$129.00
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When Your Client Dies: Final Form 1040, Post-Death Elections and Planning


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