Death of a Taxpayer - 1 Hour CPEExecutor Duties and Estate Tax Planning Considerations Learning Objective: A student taking this course will learn the practical duties of executors and personal representatives (Form 56, Forms 1041 706 8939, K 1s, signatures SSNs, due dates, extensions, final returns and refunds) and estate tax mechanics including portability of the deceased spouses unused exclusion; how inherited property is valued and taxed (FMV, beneficiary modified carryover

Prepare Clients for the New International Transfer Tax Rules

Start S Corporation Elections and learn how filing deadlines

Missteps can accelerate income

Using first-time abatement too early can prevent later reasonable cause arguments

2 CPE - This nano-learning course explores how AI accuracy

step-by-step playbook for securing your first wave of clients

AI-influenced market

and preparers assisting clients with retirement planning

Empower your staff

Understanding how underpayment penalties are calculated can help taxpayers avoid unnecessary interest charges and costly compliance mistakes

motor home use

investment interest)