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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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Objectives
Initial Consideration
Filing Tax Return
Responsibility for Filing the Return
Transferee Liability
Signing Return
Filing Status
Personal Exemption
Estimated Taxes
Refunds
Decedent's Income
Deductions
Credits
Other Issues
Credit
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on July 27, 2020.
Call 1-866-352-9540 for further credit information.
- AK CLE 1.75
- Alaska attorneys may receive 1.75 hours of continuing legal education for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
- AL CLE 1.8
- This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.8 hours credit.
- AR CLE 1.75
- This course has been approved for 1.75 hours of CLE by the Arkansas CLE Board.
- Arizona CLE 1.75
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.75 hours toward your annual CLE requirement for the State Bar of Arizona.
- CA MCLE 1.75
- Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.75 CLE hours of participatory credit.
- CT CLE 1.5
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
- HI CLE 1.75
- This program was approved by the Hawaii State Board of Continuing Legal Education for 1.75 CLE credit hours.
- IL CLE 1.75
- This course was approved for a total of 1.75 hours of MCLE Credit by the Illinois MCLE Board.
- ND CLE 1.75
- North Dakota CLE policy does not allow for pre-approval of any self-study courses. This course may qualify for up to 1.75 hours of CLE credit.
- NH MCLE 1.8
- NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 106 Minutes.
- NY CLE 2.0 including Areas of Professional Practice 2
- This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 2.0 credit hours in the area(s) of Areas of Professional Practice for 2.00 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Business Center, LLC. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
- PA CLE 1.5
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
- RI CLE 2.0
- This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 2.0 hours of CLE credit.
- VT CLE 1.75
- This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.75 hour(s) of CLE credit. Please note: Attorneys may only claim 6 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
- WV MCLE 2.0
- This program has been approved by the West Virginia State Bar MCLE Commission for 2.0 MCLE hours.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Credit
More Program Information
Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
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
- LL.M. degree, Stetson University College of Law; J.D. degree, Oklahoma City University School of Law; M.S., B.S. degrees in accounting, Oklahoma State University
Credit
More Program Information
Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
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