Description
Have questions about what happens after a client or one of a client's loved ones passes? Unsure of the decisions your clients or other beneficiaries face? This presentation equips you with the knowledge to navigate this sensitive time.
In this webcast, you will:
You'll be able to take control and ensure a smooth process for your clients and their loved ones through this difficult time.
This event is CFP-eligible.
Highlights
Objectives
- 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 estate.
- Differentiate the key unique post-death elections and decisions that should be considered for a decedent client.
Designed For
Course Pricing
WYOCPA Member Fee
$94.00
Non-Member Fee
$118.00
Your Price
$118.00
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