- NY Credits : 2.0
- TX Credits : 2.0
- IRS Enrolled Agent Credits : Federal Tax/Tax Related Matters - 2.0
- IRS Non-Credentialed Return Preparer Credits : Federal Tax - 2.0
There is much information to be gathered and many decisions to be made when a client passes away. Frequently surviving spouses, children and family members are not in a position to take charge and the tax professional has a role to play.
There are options for reporting income or taking deductions on the final tax return vs. tax returns of beneficiaries or estate tax returns. It is necessary to get an inventory of assets at fair market value even if no estate tax return will be filed.
Frequently it is necessary to educate a surviving spouse, trustee, and other beneficiaries with regard to financial and tax matters.
Instructor: Tony Johnson, CPA
Instructor assignments are fluid and subject to change.
NOTE: The voluntary IRS Annual Filing Season Program (AFSP) requires that CE Sponsors collect PTINs from IRS professionals who wish to receive IRS credit. IRS PTIN holders (including Enrolled Agents) should enter their IRS PTIN into Checkpoint Learning so that course completions can be reported to the IRS. You do not need to enter your PTIN for each course you take; you only need to add it once. If you have any questions on how to do this, please contact us 800-431-9025.
THIS WEBINAR IS NOT ELIGIBLE FOR CTEC CREDIT.
BROWSERS: Internet Explorer 11 or later; MS Edge latest official version; Firefox latest official version, latest extended support version; Chrome latest official version; Safari latest official version.