Cleaning Up Deceased Taxpayers' Tax Problems Webinar
Thur., Aug. 27, 2026
10:00 AM – 12:00 PM
Tax compliance issues don’t end at death—and unresolved problems can expose executors and fiduciaries to significant personal and financial risk. This practical, real‑world webinar equips tax and accounting professionals with the tools needed to clean up a deceased taxpayer’s unresolved tax matters efficiently and defensibly. Participants will learn how to communicate properly with the IRS on behalf of a decedent, prepare missing income tax returns, secure refunds, manage outstanding liabilities, and navigate complex scenarios such as insolvent estates and federal tax liens.
The course also explores strategies for offers in compromise, penalty relief, and critical steps executors must take to avoid personal liability before distributing estate assets. Whether you advise estates occasionally or specialize in fiduciary and trust work, this course provides actionable guidance you can apply immediately in client engagements.
2 CPE Credits
Registration Opens in July
Webinar Instructor: Klaralee R. Charlton
Klaralee R. Charlton is an estate and tax attorney at 3i Law working with clients to effectively plan for the future transfer of assets and efficiently administer assets post-death. She works with clients to visualize their estate planning goals while capturing opportunities to mitigate risk, administrative burdens and unnecessary tax liability. After a death, Klaralee works alongside family members to accomplish necessary transfers and ensure reporting obligations are met. Klaralee also partners with legal and accounting professionals on case strategies to minimize tax liability and meet reporting requirements. She is a frequent speaker on the topics of estate and fiduciary income tax and is an adjunct professor in the University of Denver, Graduate Tax Program. In her free time, she enjoys walking her three silky terriers and watching classic Frasier episodes.