Free Two-Day Webinar Series
When a Client Dies: What Every Tax Professional Needs to Know
Estate & probate planning for tax professionals — a free, two-day, six-part webinar series with Tax Rep Network and Bay State Financial.
November 9 & 11, 2026 · 1–4 PM ET each day
Presented in partnership with
Overview
Your clients rely on you for their taxes — but what happens when a client dies? Who has authority to deal with the IRS, what happens to unpaid taxes or unfiled returns, and what planning should have been done first? Estate and probate issues quickly become tax issues, and tax professionals are often the first advisors families turn to. This free, two-day, six-part series gives you a practical working knowledge of the probate process, estate and gift taxation, the tax issues involving deceased taxpayers, and the estate-planning strategies your clients should be considering — all from the tax professional's perspective.
What you'll take away
- Walk the full probate administration process — executors and administrators, assets, claims, filings, and distributions
- Get grounded in federal estate, gift, and generation-skipping transfer tax — exemptions, filing requirements, and the forms involved
- Handle a deceased taxpayer's IRS matters — authority and transcripts, unfiled or inaccurate returns, fiduciary liability, and collection issues
- Know the core estate-planning documents — powers of attorney, wills, trusts, guardianship, digital assets, and business interests
- See how life insurance, disability and long-term care coverage, retirement accounts, and beneficiary planning fit a client's estate plan
- Recognize advanced techniques — wealth transfer, charitable giving, business succession, legacy planning, and asset protection
The Agenda
Two days. Six focused sessions.
Day 1 — Probate & Estate Tax Basics
Monday, November 9 · 1–4 PM ET
Testate vs. intestate estates, executor and administrator roles, wills, inventories, claims, accountings, real estate, tax returns, distributions, and small-estate procedures.
Estate taxation, exemptions, gift tax, generation-skipping transfer tax, taxation of estates and trusts, required forms, income reporting, estimated taxes, and rates.
POAs and transcripts, executor and administrator liability, non-filers, false returns, the government's ability to collect, and the key IRS forms involved.
Day 2 — Estate Planning Tools & Advanced Techniques
Wednesday, November 11 · 1–4 PM ET
Powers of attorney, living wills, guardianship, per stirpes vs. per capita, irrevocable trusts, digital assets, and special issues involving businesses and professional entities.
Life insurance, disability insurance, long-term care coverage, retirement accounts, and related planning strategies.
Charitable planning, grantor retained trusts, dynasty trusts, closely held business interests, private foundations, residence trusts, spousal lifetime and life-insurance trusts, and asset protection.
Your Speakers
Credit