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Decedent's Final Return: Postmortem Income Tax Planning — 1 Arizona General Credit

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In this one-hour August 5, 2024 program, Steven G. Siegel provides a practical explanation of how to handle a decedent's final federal income tax return, the federal income tax returns of the estate, and the numerous postmortem elections which are available.

Mr. Siegel is president of The Siegel Group, a Morristown, NJ-based nationally-recognized firm specializing in tax consulting, estate planning, and advising family business owners and entrepreneurs. He holds a BS from Georgetown University, a JD from Harvard Law School, and an LLM in Taxation from New York University. Mr. Siegel is also the popular drafter and contributor of many of the fully-editable forms available to attorneys on NLFforms.com.

Major topics include:
Final 1040
- general rules
Special rules regarding the fiduciary income
- deceased S corporation shareholders
- partnerships and LLCs
- trust income
- wages, salaries, retirement plan distributions
- installment sales
- principal residence sales
- Series EE bonds
- medical expense deductions
- losses, credits and other deductions
- dividends
- estimated taxes
- tax liabilities and refunds
- 1099s and other information forms
- income in respect of a decedent ("IRD")
Elections relating to fiduciary income tax return
- Form 1041
- fiscal year selection
- IRC section 645: qualified revocable trust election
- estate administration expenses deduction
- 65-day election for distribution allocations
- estimated tax payments
- charitable contributions deduction
- recognizing gain on property distributions
- final year of the estate or trust

FORMS: For fully-editable, immediately downloadable forms in many practice areas, please go to www.NLFforms.com

BOOKS FOR LAWYERS: Over 125 useful books on important legal issues facing attorneys are available for immediate download at www.NLFforms.com. (Reading books without also listening to or viewing a recorded seminar earns NO CLE credits.)

If you need credits in multiple states you MUST click here before placing your order for important information.

Price: $25.00
Course approved for these credits (and Expiration Dates When Applicable):
If you need credits in multiple states you MUST click here
before placing your order for important information.

AZ — 1 General Credit
CA — 1 General Credit
CO — Not preapproved
CT — 1 General Credit
DE — Not preapproved
FL — Not preapproved
GA — 1 General Credit, Expires 2024-12-31
IN — 1 General Credit, Expires 2025-08-31
KY — Not preapproved
NV — 1 General Credit, Course ID # P_20240901_50508, Expires 2027-12-31
NJ — 1.2 General Credits
NM — 1 General Credit
NY — Ineligible for NY CLE
NC — Not preapproved
OH — 1 General Credit, Expires 2024-12-31
PA — 1 General Credit
TN — 1.00 General Credit, Expires 2025-08-05
TX — Not preapproved
VT — 1 General Credit, Expires 2026-08-04
VA — 1 General, Expires 2024-10-31
WA — 1 Law & Legal Procedure Credit — Activity ID #2026803
WV — 1.2 General Credits
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Many states also permit CLE credits to be earned by study of email delivery, audio CD, and flash drive courses. For these offline study options and to Share and Save go to www.NLFcle.com.
 
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