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February 22, 2021

AACC: Death & Taxes Webinar

Join us for this interactive update covering Death and Taxes and a Not for Profit Update, presented by experts from Frost Law and the firm of Jones, Maresca & McQuade, P.A.

Time: 1:00 pm - 4:30 pm EST

Rebecca Sheppard, Esq. and Leanne Broyles, Esq. from Frost Law will cover Death and Taxes: What happens when someone dies and has not filed tax returns? What if the person who dies owes money to the IRS? This program will provide an overview of the IRS’s ability to recover from different types of assets, and assets with joint owners. It will also include a review of the responsibilities and potential for liability for fiduciaries and heirs, and possible ways to reduce outstanding balances.

Learning Objectives and Program Content:

At the end of this session, participants will have:

  • Acquired an understanding of the IRS’s collection statute expiration date
  • Picked up rules and duties that apply to fiduciaries regarding income tax  
  • Gained an understanding of the different collection rules regarding different types of assets that are held prior to someone’s death and once someone passes.    
  • Achieve ability to issue spot regarding possible transferee liability.
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Rebecca Sheppard
Partner
Leanne Broyles
Director
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About Frost Law

Frost Law is comprised of skilled tax attorneys, business attorneys, litigation attorneys, estates attorneys, Certified Public Accountants, Certified Financial Planners, and other tax professionals.
We have been serving clients across the country and abroad. 


We have office locations on the East Coast in Maryland, Virginia, Washington, D.C., Pennsylvania, Florida, New York, and serve clients internationally.



As cases do differ, past performance does not guarantee future results.

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