21CF-TAXX: MNCPA Tax Conference (TAX21) (Virtual Only)
F1. Post-Mortem Tax Planning
Speaker:
Jeremiah Doyle
Mon, 3:45 pm - 5:00 pm
The most valuable tax planning often happens after an individual has died. Brush up on this critical topic so you can effectively administer estates and trusts and apply strategic tax planning opportunities. Explore the various elections available to an executor or trustee after a death and learn how to coordinate tax elections between the estate tax return and the income tax return. Learn about the protections available to a fiduciary and gain insights on portability, qualified domestic trusts, death of a partner, generation-skipping tax elections and more.
NASBA field of study: Taxes - Technical (1.5)
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