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All items tagged with: final returns

Death in the Family: Executors’ Obligations

Posted: November 12, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , CRA, executor, Evelyn Jacks, tax filing, Death of a Taxpayer, final returns, rights and things returns, Tax Accounting on Death of a Taxpayer

Year-end can be a particularly difficult time for those who have lost a loved one during the year. But it’s important to see a tax specialist when someone in the family dies, to file any tax returns that may be outstanding on time, adjust prior-filed returns, and to claim specific tax benefits that can help to pay for end-of-life costs.

Sneak Peek! Advisors Require Technical Skills Before Death of a Taxpayer

Posted: June 05, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Estate Planning, knowledge bureau, executor, succession planning, Evelyn Jacks, retirement planning, final returns on death of a taxpayer, tax courses, ce credits, master financial advisor, inheritance, tax education, financial education, Walter Harder, online education, taxes for deceased, holistic wealth management, estate services

Each year, 1 percent of the population passes away, generating tax consequences and other financial implications that impact remaining family members.Yet, often tax and financial advisors are hesitant to focus on tax-efficient estate planning, leaving it to attorneys instead. But you can add value as a more trusted advisor by offering a more holistic approach to a powerful financial moment by honing skills in discussing the tax consequences on death of a taxpayer.

Final Returns on Death of a Taxpayer

Posted: August 20, 2013
Posted in: Your Professional Development, Succession & Estate Planning, Tax Planning , final returns on death of a taxpayer

Enrol in our new Virtual Campus and take the certificate course Final Returns on Death of a Taxpayer to become qualified in doing final tax returns for your clients' families. Do so by August 27 and receive a $200 reduction in regular tuition fees.

Help Ease Your Clients’ Estate Planning Angst

Posted: May 21, 2013
Posted in: Your Professional Development, Succession & Estate Planning , Estate Planning, final returns on death of a taxpayer

BECOME CERTIFIED – Take "Final Returns on Death of a Taxpayer". Help your clients tackle the angst of estate planning and implement an effective estate plan. Learn the technical expertise in filing the final return of a deceased in order to ensure proper tax planning is arranged at time of death and for the ongoing planning activities of the survivors.