On-line payment is credit card only.
Payment via mail-in form is check only.
|CPE Fed: 4||Time:
12:00 pm – 4:00 pm
|Speaker(s): Vicki Mulak EA|
|Location: Phoenix Club
1340 S. Sanderson Ave., Anaheim, CA 92806
|Cost: $99 Mem/$119 NonMem on or before January 15th
$109 Mem/$129 NonMem at the door
Presented by Vicki Mulak EA
When a taxpayer dies, a new taxpayer is born! The type of taxpayer that is born is directly related to the estate planning of the decedent and the types of assets the decedent owned and how they were titled. Your new tax client will come under the legal and taxation rules specific to the administration of small estates, probate estates or trusts. This session will serve as a tutorial for the tax profession-al that wants to brush up their skills with final 1040s and fiduciary returns, as well as the tax professional just getting their feet wet in this very rewarding area of tax practice.
For decedents dying after December 31, 2010, favorable tax law changes allow a surviving spouse to gain the benefit of an unused estate exemption of their deceased spouse. This is referred to as the portability election. It is vital that tax professionals discuss the election with surviving spouses to avoid later liability claims. If portability is desired, a special Form 706 must be prepared.
Vicki Mulak, EA, CFP is also insurance and securities licensed. She’s well-known for her CA tax law and business entity focus. She testifies before the FTB in Sacramento andis involved in state tax legislation, attending Assembly and Senate committee hearings as necessary. She currently serves on the FTB Advisory Board and the EDD’s Small Business Employer’s Advisory Committee. Vicki was editor of the PPC Accounting Quick-finder book from 2005-2012. InAugust 2012 she received NAEA’s Bill Payne Advocacy Award. In 2011, Vicki was awarded the “Distinguished Service Award” for enhancement of CSEA’s reputation. In 2006, she received CSEA’s prestigious “Thomas P Hess Award” in recognition of contributions to their educational goals. She received her BS in Business Administration from Thomas Edison State University in New Jersey.