The speaking engagement discussed:

• Final Tax Returns Timeline, Forms and Filing Procedure
• Requesting Deadline Extensions
• Income Tax Considerations in Probate
  • Selecting a Tax Year: Calendar or Fiscal?
  • Decedent's Final Income Tax Return
  • Estate Income Tax Return
  • Tax on Income Earned by Estate after Decedent's Death
• Beneficiary Income Tax Considerations
• Proper Use of Disclaimers and Valuation Discounts
• Claiming Estate Tax Portability
• Estate and Gift Tax Considerations - When Do You Need to File Form 706?
• Coordinating with Decedent's Accounting or Investment Advisors
• GST Tax Implications
• Handling Common Property Tax Issues