Look What You Made Me Do: A Checklist for Postmortem Tax Planning (Taylor Swift’s Version)
This engaging presentation provides practical insights for managing tax obligations after a decedent’s passing, helping attendees avoid any “bad blood” with the IRS. (Although replete with Taylor Swift references like “bad blood,” which refers to the title of one of her popular songs, this program is intended for all estate planning professionals, whether or not they consider themselves Swifties.) It covers key strategies for being “fearless” with income, estate, and gift tax planning, along with the use of disclaimers, to minimize liabilities and attract good “karma” throughout the estate administration. Attendees will learn how to “shake off” complex tax scenarios, ensuring they have the tools to fill in any “blank space” on tax forms with confidence. Like a true “mastermind,” attendees will be equipped to handle the full “labyrinth” of postmortem tax decisions.
Topics covered:
- Postmortem income tax requirements
- Implementing estate tax planning techniques
- Incorporating gift tax and disclaimer planning into administration
Presented by: Ashley Case, JD, LL.M., AEP
CLE: 1.0 General credit
Approved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT
(AK, AR, AZ, CT, ND, MO, NH, & TX are eligible to claim credit.)
We will supply you with the information needed to apply in other states.
Contact shopcle@wealthcounsel.com for CLE assistance.
Note: WealthCounsel does not offer CFP/CPE credit for this recorded webinar.
WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle. Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.
