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EST2318
Post-mortem tax planning
Date
June 7, 2023
$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 & CIMA ENGAGE 2023)
This includes sessions from AICPA & CIMA ENGAGE 2023:
Did you realize estate tax planning doesn’t end with death? Many practitioners rightfully focus on the variety of inter vivos options clients can choose from. However, after death there’s plenty of work remaining beyond mere reactionary compliance. The options and choices are meaningful.
Specifically, there are many options to choose from when filing the: final 1040, final 709, 1041s, and the 706. Informed and deliberate filings can save significant tax presently and prospectively, protect the executor and retain future flexibility.
This presentation will cover many elections you must consider when helping to administer an estate.
Learning Objectives
- Discover the vast amount of post-death estate planning elections available to the fiduciary
- Discover that some of the most important estate planning occurs are the client dies
- Learn how to implement the post-death elections for maximum tax savings
Speaker
Partner, Keebler and Associates, LLP
General
Session Categories
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