ICLE | Postdeath Tax Planning and Preparing Fiduciary, Estate, and Gift Tax Returns

Seminars

Postdeath Tax Planning and Preparing Fiduciary, Estate, and Gift Tax Returns

12/03/24 Livestream | On-Demand Seminar (Available 12/24/24) | CLE: 2.75 | MCJE: 2.75

Cosponsored by the Probate & Estate Planning Section of the State Bar of Michigan

Professionally Prepare and Review Tax Returns for Your Clients' Estates

Learn the nuts and bolts of the tax returns you might file for an estate. Our experts and their samples of completed forms help you avoid common problems, make the most of postdeath elections, and prepare returns (including the 706, 709, and 1041) like a pro.

You will be able to:

Recognize how the basis of an asset factors into returns
Save the estate money with elections and deductions
Understand what is required in each schedule on each return
Correctly calculate the tax due
Make the most of postdeath elections

Available Formats

LIVESTREAM
Watch online on a specific date/time via Zoom or other video conferencing platform. May also be recorded and available afterward on demand.

ON DEMAND
Attend online at your convenience. Includes individual access to electronic materials for three years. These may include written materials, a PDF of the presentation, and any video or audio recordings.

Your Shopping Cart