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Requirements and Issues When Filing Final Income Tax Returns for Deceased Person

 

Take the guesswork out of properly handling a tax return of a deceased person.

This topic will help you be able to define a decedent's last year of income, discuss the differences in how to file a decedent's last tax return, explain the various forms you may need to file, and help you identify what is considered taxable income for a decedent. This information will benefit you in advising clients regarding tax requirements of a deceased person, the estate and revocable trust.

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Requirements and Issues When Filing Final Income Tax Returns for Deceased Person

Agenda

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Requirements and Issues When Filing Final Income Tax Returns for Deceased Person

Faculty

Donna J. Jackson, CPA, J.D, LL.M.

Donna J. Jackson, CPA, J.D, LL.M.

Donna J. Jackson, Attorney at Law, PC

  • Founder and president of Oklahoma City law firm Donna J. Jackson, Attorney at Law, PC
  • Certified public accountant as well as an attorney
  • Practices in the areas of estate planning, elder law, probate and administration
  • Admitted to practice law in all State District Courts of Oklahoma, the U.S. District Court of the Western and Eastern Districts of Oklahoma, and the U.S. Tax Court
  • Member of the Oklahoma Bar Association, American Bar Association, National Academy of Elder Law Attorneys and Oklahoma State Society of CPAs
  • Speaks at various continuing legal education seminars on estate planning
  • Recipient of many awards for her service and leadership in the legal community, including most recently the Earl Sneed Award for her contributions to continuing legal education
  • J.D. degree, Oklahoma City University School of Law; LL.M. degree, Stetson University College of Law; B.S. and M.S. degrees in accounting, Oklahoma State University
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Requirements and Issues When Filing Final Income Tax Returns for Deceased Person

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