Post-death Planning and Estate Administration Strategies
Description
Objective
Assess liquidity requirements during estate administration Identify planning techniques that can improve estate cash flow Apply valuation and timing elections to common estate scenarios Recognize income tax issues affecting decedents and estates Evaluate when post-death elections may reduce overall tax exposure
Attendee Information
Daniel Johnson
Required Knowledge
None
Event Code:PDP2-2027-01-WEBNR-40-01
Fields of Study:CPE - Taxes
Other fields:
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.