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An Executor of an Estate? Remember Your Federal Tax Filings

Posted by Michael J. Orlowkski CPA, CFA

Jul 8, 2016 7:00:00 AM

At one time or another, many of us will be named an executor to an esatte. Along with the many obligations, executors (or personal representatives) of estates must ensure that all applicable tax returns are filed. The required federal returns include the decedent’s final income-tax return and, in some cases, an estate income-tax return and/or an estate-tax return.

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Topics: estate planing, estate tax, form 1040, form 706, estate planning advisors, executor, personal representative, estate tax return, estate income tax return, estate planning consultants



Estate Planning: Recent Development of Note

Posted by Michael J. Orlowkski CPA, CFA

Jan 12, 2016 3:05:00 PM

The American Taxpayer Relief Act of 2012 changed the federal estate-tax rules by significantly increasing the amount that individuals can pass to their beneficiaries tax free. Now that most estates will not incur a federal estate-tax liability, there are new opportunities for taxpayers to lower the future income taxes of their intended beneficiaries.

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Topics: estate planing, capital gains, estate tax, basis reporting, The American Taxpayer Relief Act of 2012





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