必须考虑的死后决定
Discuss key decisions about taxes, 房地产 matters and more for families and fiduciaries after a loss.
格式
网络直播
日期
2024年5月7日
NASBA研究领域
专业知识
水平
中间
CPE学分
1.5
教练
史蒂夫·西格尔
可用性
3个月
产品编号
WC4541272
Have questions about what happens after a 客户端 or one of a 客户端's loved ones passes? Unsure of the decisions your 客户端s or other beneficiaries face? This presentation equips you with the knowledge to navigate this sensitive time.
在这个网络广播中,你将:
- Learn about crucial decisions for heirs and fiduciaries
- Explore the power of disclaimers in 遗产规划
- 了解必要的税务申报
- Gain clarity on key post-death elections specific to your 客户端's situation
You'll be able to take control and ensure a smooth process for your 客户端s and their loved ones through this difficult time.
此事件符合cfp资格.
关键的话题
- Critical actions that need to be taken when your 客户端 passes away
- 指导继承人和被继承人的受托人
学习成果
- Distinguish the many important decisions that can and should be made by the heirs and fiduciaries of a decedent.
- Analyze how disclaimers work, and the many planning opportunities they present.
- Determine the tax returns that must be filed after a decedent's death to address the proper administration of the 房地产.
- Differentiate the key unique post-death elections and decisions that should be considered for a decedent 客户端.
谁将受益
- 为个人客户服务的税务专业人士
- CPA financial planners and other professional financial planners
- 提供税务服务的执业人士, 退休, 房地产, 投资及/或风险管理规划服务
pps会员节省20%:
A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found 在这里. 不确定你们律所是不是会员? 发送一个 电子邮件 我们会马上回复你! Or, 了解更多 关于加入pps!
为您的团队进行分组订购
2至5名注册人
节省时间与我们的团体订购表格. We’ll send a consolidated invoice to keep your learning expenses organized.
开始的订单The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, 包括残疾人士, have access to the profession and the Association's website, 教育材料, 产品, 和服务.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. 如需更多资料,请参阅 协会网站无障碍政策. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.