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SOP2302
Post-Mortem Income Tax Planning: What Do You Need to Know and Do When a Client Dies?
Date
November 13, 2023
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: 2023 AICPA & CIMA National Tax and Sophisticated Tax Conference
THIS SESSION WILL DISCUSS THE FOLLOWING TOPICS: PROTECTING THE FIDUCIARY, ESTATE’S FISCAL YEAR ELECTION, ADMINISTRATION EXPENSE ELECTION, ALTERNATE VALUATION ELECTION, SECTION 643(E) ELECTION, PORTABILITY, QTIP ELECTION, QUALIFIED DOMESTIC TRUSTS, DISCLAIMERS, DEATH OF A PARTNER, S CORPORATION STOCK, SECTION 645 ELECTION, SECTION 6166 DEFERRAL OF ESTATE TAX AND GENERATION SKIPPING TAX ELECTIONS.
Learning Objectives
- Determine the various tax and estate planning elections available to the fiduciary after a client dies.
- Identify how to make various post-mortem elections on a tax return or submission to the IRS
Speaker
Senior Director/Family Wealth Strategist, BNY Wealth
General
Session Categories
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