Webinar Replay - My Client Dies, What's Next?

Kristy S. Maitre
June 20, 2017

Filing the final tax return for a decedent can take a tax professional in many directions. This webinar covered the following information: how to protect the deceased client from ID theft; getting information from the IRS; what information does IRS need to work with a Power of Attorney; gift tax return issues; filing Form 1310; income and expenses on the final return; the election of §454 and can it benefit your client; constructive receipt of income; and capital loss issues.

Kristy also reviewed: issues of basis at time of death and those associated with an estate tax return, Form 706.

Your Client Dies What's Next PowerPoint.pdf

 

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