| Discussion Leader: |
Patricia Thompson, CPA, PFS, PST, Partner, CBIZ |
| Date/Time: |
Oct 27, 2026
8:30 am - 12:00 pm |
| Location: |
Zoom Live Video Conference
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| Details: |
Attend this seminar for an informed discussion on the following topics:
- Executor duties include tax reporting responsibilities
- Elections the executor should consider post-mortem
- Review the more significant portions of the estate tax return and impact of the reporting on the heirs
- Strategies to reduce the estate and income tax burden on the decedent’s estate, the surviving spouse and/or the heirs
- Pre-mortem planning to reduce tax burden to include gifting
Registration Form: 2026 Fall CPE Registration Form
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| CPE Credit Hours: |
4 |
