Area of Focus Sessions

EST2504. Tax Issues That Arise When a Shareholder or Partner Dies

This session covers tax issues that arise when a shareholder or partner dies.

Learning Objectives:

  • Recognize tax issues that arise when a partner or shareholder dies.
  • Identify tax issues faced by partnerships, S corporations, trusts, estates, and individuals when a partner or shareholder dies.
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Intermediate – (3-4 years in the profession)
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
EST
CFP
EA
Speakers
Image of Carol Warley

Carol Warley

Ms.
Partner
RSM US LLP
Image of Michael Reeves

Michael Reeves

Senior Tax Manager
RSM US LLP