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.
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 36 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
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 36 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.
- 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.
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.
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 36 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
- President of Donna J. Jackson and Associates, PLLC
- Practice focuses on estate planning, elder law, probate, special needs planning, and taxes
- Speaker in Oklahoma and nationally on areas of estate planning, elder law, and probate
- Co-author of Getting Started With Advance Directives, American Bar Association; Planning for the Long Term, Senior Lawyers, May 2019; and The Opioid Crisis and the Elderly, Bench and Bar, December 2018
- Recipient of many awards for her service and leadership in the legal community, including the Earl Sneed Award for her contributions to continuing legal education and Elder Law, Lawyers of Distinction
- Member of the Oklahoma Bar Association, American Bar Association, National Academy of Elder Law Attorneys, and Oklahoma Society of CPAs
- Certified public accountant
- 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
- Can be contacted at [email protected] or 405-840-1874
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 36 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.
Access to all training products for one year
$699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
