Decedent and Estate Tax On-Demand Webinar
National Conference in Chicago was a great success and we want to provide an opportunity to hear one of the more popular sessions from that event.
This course will present a definition of terms associated with the decedent, as well as §454 savings bonds, medical deductions and separating income between the decedent and the estate. You'll learn what forms are required and recommended to be filed, who can sign the decedent return when no estate is open, the significance of §754 step-up on decedent assets and what happens with the decedent's capital and net operating losses.
Upon completion of this course, you will be able to:
- Assist heirs with questions and know what records are needed to complete the appropriate forms.
- Understand special rules that apply to decedents' returns.
- Understand the requirements of the final Form 1040 and 1041.
This webinar includes the presentation slides, exam questions, and session recording with review questions. CPE is issued after exam is successfully completed.
A.J. Reynolds, EA