The Final 1040 & Estate Returns Workshop

Understand the rules for preparing a decedent’s final personal income tax return and estate.

This two-day workshop focuses on helping to prepare clients for what to expect at the end of their lives. Concepts will be applied to real-life situations. Discuss with other learners how to best advise your clients through this tough situation. In addition to 16 CPE credits, leave with increased confidence when dealing with decedent tax issues.

16 CPE Credits for AFSP, CFP®, CPA, CRTP, EA

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PO Box 8002, Appleton, WI 54912-8002 Phone: 800.558.3402 Fax: 800.747.0001

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