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2023 Planning for the Surviving Spouse

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

This course will address multiple issues arising when a person becomes a surviving spouse, Including:

  • Coping with a “new status” of being a surviving spouse
  • Income Tax Issues
  • Decedent’s Estate – Issues Affecting the Surviving Spouse
    • Form 706 and the GST Exclusion
    • Other Estate Tax Issues for the Decedent’s Estate
      • Dealing with the Spouses’ Principal Residence
      • Address the Decedent’s Retirement Plans, Stock Options and the Survivor’s Options
      • Social Security for the Survivor
      • Continuing Care of the Surviving Spouse
      • Gift Tax Planning
      • Fiduciary Obligations for the Decedent’s Estate
      • Looking Ahead: Estate Planning for the Surviving Spouse

Learning Objectives

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

  • Address Financial Income Tax Return for the Descendent;
  • Estimated Taxes;
  • Final 1040 – Losses and Carryovers;
  • Surviving Spouse Qualifying Widow or Widower;
  • Changes in the Surviving Spouse’s Tax Bracket; and
  • Surviving Spouse’s Income Tax Basis.

 

Course Specifics

Course ID
WC1823320778
Revision Date
January 5, 2023
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02304-23-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1873
CTEC Federal Tax Law Credits: 2

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.

Course Instructor

Steven G. Siegel Headshot
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 (2018 CCH); The Adviser’s Guide to Financial and Estate Planning(AICPA 2019); Federal Fiduciary Income Taxation (Foxmoor 2019); and Federal Estate and Gift Tax (Foxmoor 2016). He is also a co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine January and February 2016. In conjunction with numerous tax-planning lectures he has delivered …

Steven G. Siegel, JD, LLM Read More »

2023 Planning for the Surviving Spouse

Expert Instructors
CPE CREDITS
2 Credits: Taxes

$98.00


Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.
This webcast is 2 hours in length so you must start it before 06:00 pm ET.
Start within 5 hour(s) and 45 minutes to watch today.

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

This course will address multiple issues arising when a person becomes a surviving spouse, Including:

  • Coping with a “new status” of being a surviving spouse
  • Income Tax Issues
  • Decedent’s Estate – Issues Affecting the Surviving Spouse
    • Form 706 and the GST Exclusion
    • Other Estate Tax Issues for the Decedent’s Estate
      • Dealing with the Spouses’ Principal Residence
      • Address the Decedent’s Retirement Plans, Stock Options and the Survivor’s Options
      • Social Security for the Survivor
      • Continuing Care of the Surviving Spouse
      • Gift Tax Planning
      • Fiduciary Obligations for the Decedent’s Estate
      • Looking Ahead: Estate Planning for the Surviving Spouse

Learning Objectives

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

  • Address Financial Income Tax Return for the Descendent;
  • Estimated Taxes;
  • Final 1040 – Losses and Carryovers;
  • Surviving Spouse Qualifying Widow or Widower;
  • Changes in the Surviving Spouse’s Tax Bracket; and
  • Surviving Spouse’s Income Tax Basis.

 

Course Specifics

Course ID
WC1823320778
Revision Date
January 5, 2023
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02304-23-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1873
CTEC Federal Tax Law Credits: 2

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.

Course Instructor

Steven G. Siegel Headshot
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 (2018 CCH); The Adviser’s Guide to Financial and Estate Planning(AICPA 2019); Federal Fiduciary Income Taxation (Foxmoor 2019); and Federal Estate and Gift Tax (Foxmoor 2016). He is also a co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine January and February 2016. In conjunction with numerous tax-planning lectures he has delivered …

Steven G. Siegel, JD, LLM Read More »

2023 Planning for the Surviving Spouse

Expert Instructors
CPE CREDITS
2 Credits: Taxes

Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.
This webcast is 2 hours in length so you must start it before 06:00 pm ET.
Start within 5 hour(s) and 45 minutes to watch today.

$98.00