Shopping Cart

{{cart.item_name.toUpperCase()}}
{{cart.type}}
$ {{new Intl.NumberFormat().format(cart.single_amount)}}
-
+

Oops! Your cart is empty!

Subtotal: $ {{new Intl.NumberFormat().format(total_cart_amount - coupon_off_amount)}}
Shipping and discounts codes calculated at checkout
Looks like you haven't added anything to your cart yet.

Grantor Trusts: Issues, Strategies And Threats And The Decedent’s Final 1040 And Post-Mortem Planning And Elections

  • Oct 20, 2022 Thursday | 12:00 PM ET | 11:00 AM CT | 09:00 AM PT | Duration: 240 Minutes
  • Credit: IRS Credits: 4.0 | NASBA Credits: 4.0 | QAS: 4.0 | Product Code: WEB00124

Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar

The Decedent’s Final 1040 and Post-Mortem Planning and Elections

Form 1040 is the standard Internal Revenue Service (IRS) form that individual taxpayers use to file their annual income tax returns.  Tax practitioners need special knowledge and skills when working with clients after a family member’s death. There are special tax rules associated with preparing a client’s final Form 1040 and a host of other issues and options that must be carefully addressed. Your clients need you to be at your absolute best as you support them through the necessary steps during those difficult times.

With the increasing complexity and ever-changing nature of tax laws and issues, this class will keep you current on federal individual income tax laws, new tax forms, changes to existing tax forms as well as tax planning opportunities and pitfalls.

  • Identify the major federal income tax laws impacting individuals as well as changes to Form 1040 and other related schedules and forms.
  • Identify the Affordable Care Act (ACA) income tax provisions that were repealed and retained.
  • Cover issues related to the various taxes, i.e., income, capital gain, self-employment and alternative minimum tax (AMT).
  • Review changes to depreciation, itemized deductions, adjustments to income, passive activities and tax credits.
  • Discuss the key unique post-death elections and decisions that should be considered for a decedent client
  • Identify how S corporation income is reported to a deceased S corporation shareholder in the year of death

Session Highlights:

  • Understanding and preparing the Final Form 1040
    • What should be filed and reported
    • Who Must File the Return
    • Income, Losses and Deductions to be Reported
    • Estimated Taxes, Liabilities and Refunds
    • Income in Respect of a Decedent (IRD) Considerations
  • The Final Income Tax Return for a Decedent
  • Items of Income and Deduction
  • Elections that Affect the Fiduciary Income Tax Return
  • Disclaimers
  • Code Section 6166 Installment Payments
  • Marital Deduction Planning
  • Electing the Alternate Valuation Date
  • Electing Special Use Valuation for Real Property Used in Farming or Closely Held Businesses
  • Section 754 Election to Adjust the Basis of Partnership Assets
  • Special Elections to Protect a Corporation's S Corporation Election
Grantor Trusts: Issues, Strategies and Threats
 
Grantor trusts are among the most effective tax planning for CPA and Tax professionals. Join this summit with Mr. Steven G. Siegel, to learn common planning issues and strategies you can use to help your clients make the best use of grantor trusts. Despite the complex grantor trust rules in the Internal Revenue Code, grantor trusts still hold their own as a key tax and estate planning tool. Get the latest thinking on planning with grantor trusts from a top expert, including what to consider given the government's proposals that limit its advantages.
  • Navigating grantor trust planning issues
  • Determining the viability of grantor trusts for your clients
  • Optimizing your planning strategy 
  • Viability and future of grantor trusts
  • Optimization of grantor trust planning
  • Key issues and concerns when planning with clients
Session Highlights:
  • Identify the issues related to planning with grantor trusts.
  • Recognize strategies to make the best use of grantor trusts in planning for your clients.
  • Determine the viability for grantor trusts planning going forward.

Who Will Benefit:

CPA
Enrolled Agents (EAs)
Tax Professionals
Attorneys
Other Tax Preparers
Finance professionals
Financial planners

Speaker Profile:
Steven Siegel is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.

Mr. Siegel is the author of many books, including: The Grantor Trust Answer Book (2020 Leimberg Information Systems); The Adviser’s Guide to Financial and Estate Planning (AICPA 2020); Federal Fiduciary Income Taxation (Foxmoor 2020); Understanding the Federal Gift Tax (Leimberg Information Systems (2021)Federal Estate and Gift Tax (Foxmoor 2016)). He is co-author of Income Taxation of Trusts and Estates, (Carolina Press 2020). He is the co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine, January and February 2016.

Credits and Other information:

  • Recommended CPE credit – 4.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: PJGWS
  • Attendance Requirement:  Yes
  • Session Duration: 4 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference
IRS Credits
NASBA Credits
QAS

1. Are your providing Online Continuing Education Credits?

We are approved to provide CPE/CE credits to Tax Professionals

  • IRS
  • NASBA

2. When are the continuing education credits reported to the IRS, HRCI, NASBA and other regulatory bodies ?

We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.

3. What should I do if I can’t log my account?

The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.

  • If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
  • If the face any challenge, please reach out to us via email support@pro2learn.com or contact our support team through live chat support. Our support line is 1-937-865-8027.Our support team is available Monday to Friday from 09:00 AM – 06:00 PM EST/EDT

4. How can I view /access the courses that I have registered for?

When you register for any of our webinars/product, you receive will the instruction 24 hours prior to the conference. Also, the instructions are avilable in your account under ‘My Webinars’ section.

5. How can I cancel my registration?

You can cancel your registration to by email at support@pro2learn.com.  If you cancel your registration for the paid webinar, the amount shall be credited back in your payment method within 7 business days.

6. How can I download the learning materials/Handouts available for the webinars/Seminar?

The conference materials are available 4 hours prior to the webinar. You can download it from the webinar page or by logging to your account.

7. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM, WebX and, Goto for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth

8. What are CPE Package Courses?

Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.

9. What is web download and transcript?

  • The web download is the recording of the webinar. You will receive a link to download and save the webinar on your computer and watch it anytime and multiple times.
  • The transcript is the detailed written material presented during the webinar.

10. What is an On demand session?

On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

11. How do I access a previously purchased webinar, self-study course, Web Download, or package?

To access a course that you have already purchased, all you must have to create/log in to your account. Click on the "Log In" button in the top right of the screen. Once you are logged in, you will have immediate access to all your purchased CPE courses, packages and other self-service or you can write on support@pro2learn.com.

12. I took a webinar, where is my certificate?

We will email your certificate within 3 working days of the end of the webinar, or you can login your account at www.pro2learn.com. If you don’t receive the email within 3 working days of the end of the webinar, check your spam/junk folder. If it’s not there, we recommend that you send us an email at support@pro2learn.com or connect over the online chatroom.

Download Summit Material

Mentors

Speakers
Charles K. Montecino
Know our Speaker
Speakers
Robert S. Barnett
Know our Speaker
Speakers
Dr. Jim Castagnera
Know our Speaker
Speakers
Mark Wickersham
Know our Speaker
Speakers
Garrett Wasny
Know our Speaker
Speakers
Andrew Seifert
Know our Speaker
Speakers
William A. Levinson
Know our Speaker
Speakers
Wayne J. Miller
Know our Speaker
Speakers
VICTORIA M. HERNANDEZ
Know our Speaker
Speakers
Vicki M. Lambert
Know our Speaker
Speakers
Susan Fahey Desmond
Know our Speaker
Speakers
Steven G. Siegel
Know our Speaker
Speakers
Stephanie Thomas
Know our Speaker
Speakers
Robert S. Keebler
Know our Speaker
Speakers
Robert E. McKenzie
Know our Speaker
Speakers
Paul Flogstad
Know our Speaker
Speakers
Patrick McCormick, JD, LLM
Know our Speaker
Speakers
Patrick A. Haggerty
Know our Speaker
Speakers
Nick Preusch CPA
Know our Speaker
Speakers
Ms. Haleh C. Naimi
Know our Speaker
Speakers
Monica Haven
Know our Speaker
Speakers
Miles Hutchinson
Know our Speaker
Speakers
Michael A. Ferragamo MD, FACS
Know our Speaker
Speakers
Mary Schaeffe
Know our Speaker
Speakers
Mark Schwartz
Know our Speaker
Speakers
Margie Faulk
Know our Speaker
Speakers
Laura Thessin, CPA, MBA
Know our Speaker
Speakers
Laura A. Dixon
Know our Speaker
Speakers
Klaralee R. Charlton
Know our Speaker
Speakers
Keith Schiller
Know our Speaker
Speakers
Karla Brandau
Know our Speaker
Speakers
Joe Keenan, MBA, CSP
Know our Speaker
Speakers
Jerald L Henderson PhD
Know our Speaker
Speakers
Janette Levey Frisch
Know our Speaker
Speakers
James J. Rigos
Know our Speaker
Speakers
J. Patrick Garverick
Know our Speaker
Speakers
Eric L. Green
Know our Speaker
Speakers
Dr. Susan Strauss
Know our Speaker
Speakers
Dr. Robert K Minniti
Know our Speaker
Speakers
Dr. James S. Dunnick
Know our Speaker
Speakers
Diane L. Dee
Know our Speaker
Speakers
Dayna J Reum
Know our Speaker
Speakers
David Miklas
Know our Speaker
Speakers
David H. Ringstrom
Know our Speaker
Speakers
Allison M. McLeod CPA
Know our Speaker
Speakers
Alicia Katz Pollock
Know our Speaker
Speakers
Daniel J. Pilla
Know our Speaker
© 2024 Pro2learn, Inc. All rights reserved.