Chapter Meetings Notice:
**In line with guidance from the Center for Disease Control and Prevention (CDC), all in-person VASEA chapter meetings are currently suspended until further notice. We are monitoring the situation and will provide updates accordingly. Thank you for your patience and support during this challenging time.**
Our usual dinner meetings are postponed until further notice. However, if you are interested in presenting a tax topic for continuing education credit to the Northern Virginia Chapter, please click here for the “Call for Speakers” form.
Date & Time: September 30, 2020
Topic: Completing Final Individual and Fiduciary Returns for a Deceased Client
Death is a part of life. At some point, most tax preparers will need to prepare final returns for a taxpayer, as well as fiduciary returns for the taxpayer’s estate and/or trust. This webinar provides an overview of how to determine what tax returns need to be filed, what information needs to be collected, and how income should be reported and allocated between the different returns. The presentation will emphasize estates but will also briefly discuss the use of living or revocable trusts as will substitutes.
Speaker: Carol May, EA
Carol May is an Enrolled Agent and Certified Financial PlannerTM at Wesling Financial Planning Services, a fee-only financial planning firm serving both hourly and retainer-based clients. Carol provides services in tax preparation and planning (individual, trust and estate, and small business), as well as retirement, estate, investment, and insurance planning. Carol is a NTPI Fellow, and represents clients in front of the IRS and state taxing authorities. In her prior career, Carol served over 30 years as a government contractor, performing scientific work and managing complex physics and software development programs. She earned her BS in Engineering Science and Mechanics from Virginia Tech, MS in Mechanical Engineering from Stanford University, and completed a post-graduate fellowship in computational fluid dynamics in Göttingen, Germany.
CE credit: 1
Register here for Live Webinar: https://www.bigmarker.com/knox-taxes/VASEA-Webinar-Final-Individual-and-Fiduciary-Returns-for-a-Deceased-Taxpayer-1-Hour-IRS-CE
Members Free with discount code/ Non-Members – $15
Consider becoming a member. If you are not an EA, you may join as an Associate Member.