Dealing with a Decedent’s Tax Issues

Eric L. Green
Eric L. Green | Green & Sklarz, LLC.

Eric is a managing partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York.

On-Demand: September 20, 2024
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2 hour CLE
Tuition: $195.00
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Program Summary

Unfiled tax returns, unreported foreign bank accounts, and all sorts of other tax misdeeds come to the surface when a taxpayer dies. Join Eric Green from Green & Sklarz as he updates you on what to do when the deceased did not exactly handle their tax compliance properly, what the pitfalls are for executors/administrators, and how to handle these thorny issues like a pro.

Key topics to be discussed:

  • Identify the common tax issues that arise upon a taxpayer’s death
  • Describe options for resolving outstanding tax issues for a decedent
  • Explain the potential liability for fiduciaries in situations where the decedent may have tax issues

Closed-captioning available

Speakers

Eric-L.-Green_Green-&-Sklarz-LLC_myLawCLEEric L. Green | Green & Sklarz, LLC.

Eric is a managing partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York. The focus of Attorney Eric L. Green’s practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service and state Departments of Revenue Services. He is a frequent lecturer on tax topics for many national organizations, including Insightful Accountant, CCH, the NAEA, the NATP, the ABA Tax Section and the Connecticut Society of CPAs. Attorney Green has served as adjunct faculty at the University of Connecticut School of Law. He was the author and lecturer of the University of Connecticut School of Business IRS Representation Certificate Program, and has served as a columnist for CCH’s Journal of Practice & Procedure. He is the founder of Tax Rep LLC which coaches accountants and attorneys on building their own IRS Representation practices, and is the host of the weekly Tax Rep Network Podcast.

Mr. Green is the author of The Accountant’s Guide to IRS Collection, The Accountant’s Guide to Resolving Tax Debts, The Accountant’s Guide to Resolving Payroll Tax Debts and The Insider’s Guide to Offers-in-Compromise.

Agenda

I. Identify the common tax issues that arise upon a taxpayer’s death | 2:00pm – 2:30pm

II. Describe options for resolving outstanding tax issues for a decedent | 2:30pm – 3:00pm

Break | 3:00pm – 3:10pm

III. Explain the potential liability for fiduciaries in situations where the decedent may have tax issues | 3:10pm – 4:10pm

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