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23WA-439A: Postmortem Estate Planning Primer (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Tuesday, February 27, 2024
11:00am - 1:00pm Central Time
2 CPE (2 technical)  |  2 IRS CE

Alternate dates & more options

The field of estate planning is increasingly complex. Finding appropriate solutions to a client's estate issues upon his/her death are critical to a number of areas, including the estate tax return of the decedent, the decedent's final income tax return, the income tax return of the estate of the decedent, and the estate and financial planning issues of the heirs of the decedent. This course provides the practitioner an understanding of after-death planning issues of a decedent's estate.

  • Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Major subjects

  • Alternative valuation date (AVD) issues
  • Portability Issues
  • Installment payments of estate taxes (IRC Section 6166)
  • QTIP elections under IRC Section 2056(b)(7)
  • The use of qualified disclaimers
  • Basis issues
  • Final income tax return of the decedent
  • Medical expenses of final illness
  • Savings bond interest acceleration
  • Estate fiscal year and accounting method elections
  • The sixty-five-day rule election
  • Income and deductions in respect of the decedent (IRD)

Learning objective(s)

  • Understand the planning issues facing the estate of a decedent

Who should take this program?

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Fees

Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00

More program information

Instructor Arthur Werner, JD, MS (Taxation)
Location Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. Basic understanding of estate planning
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.