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ENG1930
Advanced Post Mortem Estate Planning (EST, PFP, TAX)
Date
June 12, 2019
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA ENGAGE 2019)
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA ENGAGE 2019)
This includes sessions from AICPA ENGAGE 2019:
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA ENGAGE 2019)
Often the most important planning takes place after the client dies. This session will discuss the various income tax, estate tax, fiduciary income tax and generation skipping tax elections that are available after death to accomplish the best tax and dispositive objectives for the client. A checklist of planning opportunities, complete with authoritative citations, will be included in the material.
Learning Objectives:
- Learn how to protect the fiduciary from liability for unpaid tax liabilities.
- Discover the numerous tax saving elections available to the fiduciary which affect the disposition of the client's estate.
Speaker
Senior Director/Family Wealth Strategist, BNY Wealth
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