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ENGAGE 2020


EST2006 - EST2006. Pre and Post Mortem Planning for Income Tax Attributes


Jul 20, 2020 2:30pm ‐ Jul 20, 2020 3:20pm

Description

This presentation will cover planning for income tax attributes before and after death. It will include the rules relating to various tax attributes and carryovers both at death and during estate/trust administration. It will also include planning ideas to help use the attributes efficiently.

Learning Objectives:
  • Understand income tax issues regarding tax attributes
  • Be able to plan both before and after death for these attributes

Speaker(s):

Category: Concurrent Session Online

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