Meeting/Event Information

Description and/or Learning Objectives:

Overview of various:

 Decedent Form 1040

 Basis and Holding Period of Inherited Property

 Income in Respect of a Decedent

 Expenses in Respect of a Decedent

 Estate Tax Deduction

 Sale of Decedent’s Former Residence

 Special Issues

If Speakers, who are the speakers? David and Mary are partners at Ashwaubenon Tax Professionals with 47 and 41 years of tax experience, respectively. They prepare approximately 1,200 tax returns annually, teach tax seminars, and provide federal tax research and consulting services.  They are nationally recognized tax educators and speakers, with contributions to industry publications and appearances on Wisconsin Public Radio, Tax Talk Today, and other media outlets. Both are Fellows of NTPI and active members and volunteers with NATP and NAEA.

Registration ends at midnight on September 2, 2026.

Program Number:  7WJAF-T-00389-26-O

Event Organizer:     Naomi Mills, EA - 937-408-8207 - [email protected]