Loading...
Death & Taxes - a Survival Guide
Master the essentials of tax implications and estate management following an individual's death.
4.8(694)
19 Courses•7402 Reviews
Program Summary
Speakers Title
Agenda
Credits
About this course
LSBCLSO
It is often said that, in life, there are two absolute certainties: death and taxes. Ironically, the death of an individual triggers various tax implications even after death. In this course, we will take a detailed look at what happens for income tax purposes when a person passes away.
Topics include:
- Wills, estates, executors, beneficiaries
- Returns, deadlines, income allocation
- Specific rules after death: Deemed Disposition – fair value versus cost, Principal Residence Exemption, Losses, Donations, Medical expenses, Death Benefits, Registered Plans
- Practical considerations and examples
This course includes:
schedule3 hours on-demand video
signal_cellular_altIntermediate level
task_altNo preparation required
calendar_todayPublished At Dec 11, 2024
workspace_premiumCertificate of completion
errorNo prerequisites
lock1 year access
Preview
LearnFormula BusinessTraining 5 or more people?Try LearnFormula Business and buy packages or courses at a discounted group (multi-license) rate.
Student reviews