With aging clients comes a new set of tax issues, as all clients have an estate regardless of net worth. Be prepared to assist with tax filing before and after death.
This two-day workshop will work through commonly filed Forms 1040 (final), 1041 and 706. Learn the terminology you will need to know in order to discuss this important topic with your clients. Leave with increased confidence when dealing with decedent tax issues.
In addition to a print and PDF textbook, attendees will receive an interactive glossary and review questions.
16 CPE for CFP®, CPA, CRTP, EA