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Secure Transaction Tax Planning After a Death of a Spouse
Format
Webcast
Course Level
Basic
CPE Credits
1 Credits: Taxes
Course Description
On average about 1.5 million Americans become widows or widowers during a given year. Many will be left without their primary caretaker of finances and taxes and will really need our help for guidance. In this class from Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, you will be taken through the basics of everything you need to be aware of in regard to tax planning after the death of a spouse.
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
Course Specifics
WC1822286560
June 9, 2022
None
None
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02024-22-O
IRS Federal Tax Law Credits: 1
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.
Webcast
Meet The Experts
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.