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2022 AICPA & CIMA National Tax & Sophisticated Tax Conference

SOP2207 - Post-Mortem & Disclaimer Planning


Nov 1, 2022 10:40am ‐ Nov 1, 2022 11:30am


Standard: $49.00

Description

This session will address the important decisions that must be made by the family and fiduciaries of a decedent. This will include decisions regarding estate taxes, income taxes, retirement plan distributions, tax returns to file and more. Particular emphasis will be placed on the disclaimer planning technique - how it works and when it is best used.

Learning Objectives:
  • Calculate the many important decisions that can and should be made by the heirs and fiduciaries of a decedent.
  • Identify how disclaimers work, and the many planning opportunities they present.
  • Determine the tax returns that must be filed after a decedent's death to address the proper administration of the estate.

Speaker(s):

Category: Concurrent Session Onsite and Online

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