Delve into the intricacies of Tax Planning After the Death of a Spouse in our webinar tailored specifically for CPAs and attorneys. Renowned trust and estate expert, Steven Baker, CPA, Esq., shares invaluable insights and strategies focused on optimizing financial outcomes and navigating the complex landscape of tax planning after the passing of a client’s spouse.

Steven Baker is the Director of Trust and Estate Services at The Innovative CPA Group. In addition to being a CPA for nearly 30 years, Steven is also a certified specialist in estate planning and probate with over two decades of experience. His excellence also includes extensive experience in estate tax, gift tax, GST tax, fiduciary income tax planning and compliance, and estate and trust administration.

Key Topics:

• Portability and whether to file an estate tax return.
• Options for funding trusts and other bequests.
• Election to treat a revocable trust as part of the estate.

Please reach out if you have any questions or need further information regarding this topic.

To explore partnership opportunities with our firm, visit our partnership page.