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SOP2302 - Post-Mortem Income Tax Planning: What Do You Need to Know and Do When a Client Dies?

‐ Nov 13, 2023 12:10pm

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:

  • Learn the various tax and estate planning elections available to the fiduciary after a client dies.
  • Learn how to make various post-mortem elections on a tax return or submission to the IRS



Concurrent Session (Onsite and Online)

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