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5+
Years of Experience4.6/5
Average Rating89%
Avg. Completion Rate30+
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
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MP
Very informative course, appreciate the straight-forward facts for learning the subject matter.
JK
What a find on a good instructor and a topic that i needed! I may have found another favorite instructor on myCPE!
SD
The presenter did an excellent job providing thorough information and case studies on Form(s) 1041 and 706. Great lesson on DSUE and providing solutions for common estate/gift tax issues.
VV
This course provides a practical guide to handling a taxpayer's affairs after death, including the final Form 1040, estate Form 1041, estate tax Form 706, Income in Respect of a Decedent (IRD), portability, and Section 645 elections. It helps tax professionals avoid common post-death compliance errors, preserve tax benefits, and navigate estate administration efficiently.
ED
This presentation was a good overview of the tax requirements for a deceased person. The presenter discussed form 1040, form 1041 and form 706 tax returns and what is required for each. The presenter discussed various elections that may need to be taken, such as portability, and reviewed the requirements of such elections. There was helpful discussion about typical practitioner errors that can occur and what tax practitioners should look for when filing these type of tax returns.
AV
Good
LT
Fantastic
SG
Great update
JM
Good presentation...
CT
Great topic, great course, great instructor!
RC
Very well presented. One of the best for this topic.
LH
Revisiting my own estate planning and beneficiaries on all my accounts! Thanks!
Gregory Holzel CPA, MBA
GT Financials PLLC
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