{"product_id":"look-what-you-made-me-do-a-checklist-for-postmortem-tax-planning-taylor-swift-s-version","title":"Look What You Made Me Do: A Checklist for Postmortem Tax Planning (Taylor Swift’s Version)","description":"\u003cp\u003eThis 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.\u003c\/p\u003e\n\u003cp\u003eTopics covered:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003ePostmortem income tax requirements\u003c\/li\u003e\n\u003cli\u003eImplementing estate tax planning techniques\u003c\/li\u003e\n\u003cli\u003eIncorporating gift tax and disclaimer planning into administration\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by:\u003c\/strong\u003e Ashley Case, JD, LL.M., AEP \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e 1.0 General credit\u003c\/p\u003e\n\u003cp\u003eApproved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT\u003c\/p\u003e\n\u003cp\u003e(AK, AR, AZ, CT, ND, MO, NH, \u0026amp; TX are eligible to claim credit.)\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states.\u003c\/p\u003e\n\u003cp\u003eContact shopcle@wealthcounsel.com for CLE assistance.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eNote:\u003c\/strong\u003e WealthCounsel does not offer CFP\/CPE credit for this recorded webinar.\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/15279632483647556284\" target=\"_blank\" rel=\"noopener\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":49030597017671,"sku":null,"price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/TrustTaxation-AccountingvDistributableIncomeDNICalculations_146572239_7176939e-c9bc-4fe5-b378-3a9046f3b5b1.jpg?v=1790958087","url":"https:\/\/wcstore.wealthcounsel.com\/products\/look-what-you-made-me-do-a-checklist-for-postmortem-tax-planning-taylor-swift-s-version","provider":"WealthCounsel, LLC","version":"1.0","type":"link"}