Tax Issues and Planning Opportunities; What You Need to Know When a Client Dies

Arizona Society of CPAs 16th Annual Financial Planning Conference Session

June 8, 2016

Black Canyon Conference Center
9440 N 25th Ave
Phoenix, AZ 85021-2714

Just because most taxpayers don’t have an estate tax when they die, don’t ignore the issues, opportunities and possible liabilities for failing to give the correct advice. See how income tax planning has become a bigger part of estate planning. Learn how to avoid mistakes on bigger estates. Get Ed Zollars' recommendations what issues you need to be alert to so you can best advise your clients, regardless of the size of your client’s estate.  

In addition to the above session, the conference includes sessions on other financial planning topics.  The entire agenda can be read by going to the conference sign up website via the link in the title above.  This session will run from 3:25 pm to 4:15 pm.