[WEB] Part 2: Hawaii Death Taxation - Annual Update

Description

LINK AND INSTRUCTIONS TO COME FROM HSCPA ONE DAY PRIOR TO SESSION

Navigating tax compliance matters upon death can be perplexing for practitioners who lack extensive experience in this specialized field. This course delivers a pragmatic understanding of the intricacies tied to preparing the Hawaii Estate Tax Return.

Highlights

• Comprehensive exploration of Hawaii's death taxation laws, elucidating the legislative framework.
• Detailed guidance on the precise preparation of the Hawaii Estate Tax Return.
• Thorough analysis of postmortem estate planning intricacies pertinent to the preparation of the Hawaii Estate Tax Return.
• Strategies for harmonizing the Hawaii Estate Tax Return with the Federal Estate Tax Return (Form 706).
• Strategic coordination with estate administration considerations.
• Insight into probate-related matters.
• Exploration of non-probate considerations.
• Comprehensive evaluation of valuation complexities.
• In-depth exploration of joint tenancy issues.

Objectives

At the end of this course, you will be able to:

• Discuss how to prepare the Hawaii Estate Tax Return in adherence to established guidelines.

Designed For

CPAs, EAs, and attorneys