There are special tax rules, return requirements, issues, and options when advising clients after a family member has died. This course will describe the issues to consider when filing the decedent's final Form 1040 income tax return. The course will also prepare you to guide clients through a range of essential post-death elections and decisions.
Upon successful completion of this course, participants will be able to:
- Recognize the various regulations relating to the decedent's final income tax return, noting their application to client situations
- Recognize various estate planning rules and strategies, noting their application in order to maximize flexibility and minimize taxes
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