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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

4 Tax Law Changes of Note

Posted by The Dopkins Tax Advisory Group

Dec 3, 2015 11:10:00 AM

This summer, federal lawmakers enacted legislation that includes several tax-related provisions. The tax law changes the federal income-tax return filing deadlines for C corporations and partnerships, revise the extension periods for various returns, impose new information reporting requirements for inherited property, and add a new requirement for taxpayers claiming certain higher education tax benefits.

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Topics: tax planning,, corporate tax,, personal tax planning, form 5500, c corporations, estate tax, lifetime learning credit, form 1065, s corporations, american opportunity tax credit

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