On average about 1.5 million Americans become widows or widowers during a given year. Many will be left without their primary caretaker of finances and taxes and will really need our help for guidance. In this class from Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, you will be taken through the basics of everything you need to be aware of in regard to tax planning after the death of a spouse.
The basics of everything you need to be aware of in regard to tax planning after the death of a spouse.
CPAs, financial professionals, enrolled agents and attorneys.
Filing an Estate Tax Return. Income Tax Brackets. Step Up in Basis. Sale of a Home. Retirement Accounts.
This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.
Larry Pon, Western CPE
Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Non-Member Price $56.00
Member Price $49.00