This course builds upon its precursor “Life After Death”, our introduction to estate settlement. In particular, tax issues involved in the estate settlement process. As a more advanced course, we will more deeply examine a variety of estate settlement issues, in particular tax issues involving transfer of family businesses, including the use of qualified S corporation trusts (QSSTs). We will examine issues around IRD, deemed sales and consequential forced recognition of income upon death. Other subjects include basis adjustments related to LLCs and partnerships and charitable deduction rules. The purpose of this course is to give attendees the ability to identify issues and improve their knowledge and understanding of sensitive tax issues involved in the settlement process.

The deadline to register is Wednesday, June 28.

Fill out the form below, or download the form here to email or fax it over to us.