Lifecycle Financial Planning: Estate Planning - Form 1041

After the loss of a loved one, nothing can be more stressful to the client than trying to deal with tax filings. As practitioners, we can make the lives of clients dealing with these losses much easier if we can help them navigate these forms. In this course, we will discuss some of the opportunities on Form 1041.We will discuss basic tax strategy, elections that may be made, as well as opportunities that may be available. By understanding these things, you will be in a better position to give grieving clients the best advice possible during difficult times.