Federal Continuing Education Events for Tax Professionals

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.

The One Big Beautiful Bill Act (OBBBA) has reshaped estate planning, with a $15 million basic exclusion amount creating new opportunities and new decisions for clients. This webinar focuses on practical strategies, including lifetime gifting, portability elections, and trust structures, along with key considerations like anti-clawback rules and future legislative risk.

Connect with other tax professionals and break away from the office by attending one of the three in-person Fall Tax School locations.: Champaign (Nov. 2-3), Palatine (Nov. 4-5), Mt. Vernon (Nov. 5-6)

Online Fall Tax School has a variety of half- and full-day options from Nov. 10 - 24, so you can maximize the flexibility of online learning from your home or office.