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  • ON-DEMAND

Completing Income Tax Returns for Decedents and Estates (On-Demand)

General Credits:
Original Date Of Course:

$199.00

Course Description

This course offers practical guidance on managing the tax responsibilities of both the decedent and the estate to ensure an accurate and timely estate closing. Participants will learn how to properly complete and file all necessary income tax returns, while understanding key concepts such as the tax basis of assets and the step-up in basis rules. The session also covers when asset valuation is required and how to conduct it correctly. Attendees will leave with essential tools to navigate estate tax issues with confidence and precision.

Syllabus

  1. Get practical tips for completing the decedents and estate’s income tax returns
  2. Understand the tax basis of assets, when a step-up occurs, and when and how to report the tax basis of assets in estate administration
  3. Learn when asset valuation is needed and how to conduct it properly

Credit Details

Course Type

Course Instructor

Leah A. Morrison, Esq.
Original Date Of Course

General Credits

2
Leah A. Morrison, Esq.
Leah A. Morrison, Esq.
Leah A. Morrison, Esq. is a partner at English, Lucas, Priest & Owsley, LLP in Bowling Green, Kentucky, where she concentrates her practice in probate administration, estate planning, tax strategy, and Special Needs and Medicaid planning. She holds a J.D. magna cum laude from the University of Louisville Brandeis School of Law, an LL.M. in taxation magna cum laude from the University of Alabama, and a B.A. in Criminal Justice from George Washington University, and serves as Chair of the Probate & Trust Law Section of the Kentucky Bar Association.
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