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EST1821 - Advanced Post Mortem Planning

Jun 12, 2018 12:50pm ‐ Jun 12, 2018 2:05pm

Standard: $49.00


Some of the most important tax planning occurs after a client dies. This session will discuss advanced tax planning elections available after a client dies.
The session will include the changes that the CPA must know as a result of the recent "US tax reform" bill.

Learning Objectives:
• Learn how the new "US tax reform" legislation affects after death tax planning – what has changed and what hasn't changed
• Learn the available after death elections available to the executor or trustee


  • Jeremiah W. Doyle, BS (Accounting), J.D.,LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management
Tags: EST

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