0       0

ENGAGE 2020


Pre and Post Mortem Planning for Income Tax Attributes


Jun 9, 2020 11:15am ‐ Jun 9, 2020 12:30pm

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):

  • Carl Fiore, JD, LLM, Managing Director , Andersen LLC
Tags: EST
Category: Concurrent Session (Onsite and Online)

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content