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DTSTAMP:20260925T034513Z
DTSTART:20261027T193000Z
DTEND:20261027T210000Z
SUMMARY: Estate Planning for the 99%
DESCRIPTION: This is a rebroadcast from AICPA ENGAGE 2026.

Clients with estates under $15 million need an estate plan\, and insights from this conference session will help you have those conversations. In addition to estate planning\, you'll also learn key post-mortem tax elections available to small estate owners\, including the portability election\, along with pertinent federal and state elections and planning when preparing the decedent's final income tax return and the first return for the estate or trust. Finally\, this session will cover the options when the decedent was a partner or shareholder of an S corporation at the time of death.
CLASS:PUBLIC
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