Death and Taxes: Final Personal Returns and Estate Returns with Trust Reporting

Follow the tax reporting when a client passes away, leaving property in a revocable trust for family members. This process includes preparing the final individual (or joint) tax return, the initial estate tax return, and how to report revocable trusts on the estate’s income tax return. We will review estate income tax reporting through the close of the estate and show how deductions can be carried out to a beneficiary’s return in the final year.




This webinar offers 2 IRS CE/2 NASBA CPE Credits.