Key Issues for Decedent’s Estates: Final 1040 and Post-Mortem Elections and Decisions
2 Credits: Taxes
$98.00
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Secure Transaction Key Issues for Decedent’s Estates: Final 1040 and Post-Mortem Elections and Decisions
Format
Webcast
Course Level
Basic
CPE Credits
2 Credits: Taxes
Course Description
This session will address the important decisions that must be made by the family and fiduciaries of a decedent. This will include decisions regarding income taxes, tax returns to file, the “post-mortem toolkit” of techniques available to address the failure of some persons to adequately plan their estates, and more.
Learning Objectives
Upon completion of this course, participants will be able to:
- Recognize the many important decisions that can and should be made by the heirs and fiduciaries of a decedent.
- Identify how disclaimers work, and the many planning opportunities they present.
- Determine the tax returns that must be filed after a decedent’s death to address the proper administration of the estate.
- State the key unique post-death elections and decisions that should be considered for a decedent client
Course Specifics
WC1824380474
April 10, 2024
None
None
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02474-24-O
IRS Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-2025
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 registration 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. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Meet The Experts
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 …
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