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November 16, 2018
5:00PM - 7:00PM ET


November 27, 2018
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December 18, 2018
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December 26, 2018
5:00PM - 7:00PM ET


January 04, 2019
5:00PM - 7:00PM ET



Course Description

When your client dies, what advice can you provide for the family? There are special tax rules, return requirements, issues, and options when advising clients after a family member has died. Often, the decedent handled financial and tax matters, and the survivors have little idea what was done and little experience to move ahead. This course will begin by describing the issues to consider when filing the decedent's final Form 1040 income tax return. It will then go on to address a wide variety of issues and planning suggestions that arise in connection with fiduciary income issues and tax returns and, if required, the federal estate tax return. The course will also prepare you to guide clients through a range of essential post-death elections and decisions.


Steven G. Siegel, JD, LLM

Steven G. Siegel, JD, LLM, is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.

Steven is the author of many books, including: The Grantor Trust Answer Book (2015 CCH); CPA’s Guide to Financial and Estate Planning (AICPA 2014); Federal Fiduciary Income Taxation (Foxmoor 2014); and Federal Estate and Gift Tax (Foxmoor 2014).

In conjunction with numerous tax-planning lectures he has delivered for the National Law Foundation, Steven has prepared extensive lecture materials on the following subjects: planning for an aging population, preparing the audit-proof federal estate tax return, business acquisitions, estate planning, dynasty trusts, planning with intentionally defective grantor trusts, S corporations, and many others.

Steven has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business, and estate planning topics on behalf of numerous organizations, including Western CPE, the Heckerling Institute on Estate Planning, CCH, National Law Foundation, AICPA, the National Society of Accountants, CohnReznick, Foxmoor Continuing Education, many state CPA societies and estate planning councils, and on behalf of private companies.

He’s presently serving as an adjunct professor of law in the graduate tax program (LLM) of the University of Alabama School of Law, and he has served as an adjunct professor of law at Seton Hall University and Rutgers University law schools.

Steven holds a bachelor’s degree from Georgetown University (magna cum laude, Phi Beta Kappa); a juris doctor from Harvard Law School; and an LLM in taxation from New York University Law School.

Course Specifics

Apr 26, 2017

Compliance Information

IRS Provider #: OMYXB
IRS Course ID: 0MYXB-T-01176-17-O
IRS Federal Tax Law Credits: 2
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1129
CTEC Federal Tax Law Credits: 2
Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify tax reporting requirements for a decedent client's final Form 1040
  • Evaluate different planning opportunities and decisions to enhance the tax planning for heirs of a decedent
  • Describe the key special post-death elections and decisions that should be considered for a deceased client
  • Gain the knowledge needed to answer client questions regarding tax issues for a decedent

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