Webinar Registration

Taxes for Those Who’ve Lost a Spouse

Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Thursday, January, 20

12:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Larry Pon, CPA

What You'll Learn

An estimated 1.5 million Americans lose their spouse each year. …

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

An estimated 1.5 million Americans lose their spouse each year. In addition to the emotional toll, the loss of a spouse can present several tax issues, some of which are not obvious.

This program will provide a review of the various tax issues a surviving spouse should evaluate to manage their tax brackets, capital gains exclusions, and withholding taxes. It will also provide insights on the not so obvious considerations such as step-up basis on assets such as homes and gift exemptions and the pros and cons of Roth IRA conversions in the year of death.

Learning Objectives:

Identify the change in tax brackets for the surviving spouse
Evaluate the pros and cons of accelerating income in the year of death
Learn the capital gains exclusions and step-up rules for surviving spouses
Teach the trade-offs of IRA strategies: Rollover, Inherited and Roth Conversions