CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Subscribe
Login
Main Menu
Main Menu
Account
Cart
Webcast

Tax Planning After a Death of a Spouse

1 Credits: Taxes

$49.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

 Secure Transaction

Tax Planning After a Death of a Spouse

Format
Webcast
Course Level
Basic
CPE Credits

1 Credits: Taxes

Course Description

Each year, approximately 1.5 million Americans face the profound challenge of becoming widows or widowers, often finding themselves unprepared to manage finances and taxes without their spouse. The complexity of navigating estate tax returns, understanding income tax brackets, and making decisions about retirement accounts can be overwhelming during such a difficult time. This online CPE course, expertly led by Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, offers a compassionate yet comprehensive solution. It guides tax professionals through the essentials of tax planning after the loss of a spouse, covering everything from filing estate tax returns to understanding the step-up in basis and the implications of selling a home. By completing this online webinar course, you will be equipped to provide invaluable assistance and guidance to those who need it most, ensuring they make informed financial decisions during a period of transition.

Show More
Show Less

Learning Objectives

Upon completing this course, participants will understand:

  • Filing an Estate Tax Return
  • Income Tax Brackets
  • Step Up in Basis
  • Sale of a Home
  • Retirement Accounts
Show More
Show Less

Course Specifics

Course ID
WC1822286560
Revision Date
June 9, 2022
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02024-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1760
CTEC Federal Tax Law Credits: 1

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

Larry Pon
Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

Related Courses