When Your Client Dies: Final Form 1040, Post-Death Elections and More

When Your Client Dies: Final Form 1040, Post-Death Elections and More
January 01, 1970
12:00 AM
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EVENT DESCRIPTION

Tax practitioners need special knowledge and skills when working with clients after a family member’s death. There are special tax rules associated with preparing a client’s final Form 1040 and a host of other issues and options that must be carefully addressed. Your clients need you to be at your absolute best as you support them through the necessary steps during those difficult times.

The webinar provides a practical review of how to prepare the decedent’s final Form 1040 and advise clients on a range of essential post-death elections and decisions.

EVENT OBJECTIVE

Learning Objectives

Describe the tax reporting requirements for a decedent client's final Form 1040
Discuss the key unique post-death elections and decisions that should be considered for a decedent client
Identify changes in the law resulting from the 2017 Tax Cuts and Jobs Act
Recognize how to accurately answer client questions regarding tax issues for a decedent

EVENT DETAILS

Company:
CCH

Number of Hours:
2 (Recommended)

Prerequisite:
Basic knowledge of federal individual income taxes and transfer taxes

Program Level:
Update

Knowledge Level:
Intermediate

Delivery Method:
Group Internet Based

Number Of Days:

Food Included:

Seminar Number:

Early Cut Off Date:
01/01/1970

Phone:

Venue:
,

Accommodations:
,

Recommended For:
CPA (2), EA (2)

Approved By:
NASBA, IRS