Postmortem Tax Planning and Estate Administration
OL1345 | On Demand Course | Update | Self-Study
Description
Effective postmortem tax planning is crucial for minimizing the tax burden on an estate and ensuring that wishes are carried out efficiently and in accordance with the law. This session will provide professionals with practical insights into navigating the complexities of postmortem tax strategies and estate administration.
By the end of this session, participants will have a clear understanding of postmortem tax planning techniques and practical tools for administering estates in a way that maximizes value for beneficiaries and minimizes tax liabilities. Whether you are a tax advisor, estate planner, or legal professional, this session will enhance your ability to support clients in one of the most challenging and important phases of their estate management.
This course is part of the 2024 Tennessee Federal Tax Conference Bundle. Purchase the conference bundle here.
Credits
Number of Credits | Type of Credits |
---|---|
1.00 | Taxes |
Prices
- Member (Early Bird)
- $49.00
- Non-Member (Early Bird)
- $79.00
- Member
- $49.00
- Non-Member
- $79.00
Instructors
Claude E. Blankenship, CPA, CGMA
CJ Blankenship is the Managing Partner at the firm and consults with clients and the BCPAG team on the most challenging tax, accounting, management and financial matters. He is a National Merit Scholar and received his Bachelor of Business Administration with honors in Accounting from Belmont University.
He has over twenty years of management experience in a variety of industries and service sectors and had worked at Crowe Chizek (currently Crowe Horwath, LLP) and RSM McGladrey, Inc. prior to joining the firm in 2007. CJ was admitted as a partner in the firm in February of 2009 and has served as the managing partner since.
Over his career, CJ has performed a variety of consulting services for hundreds of clients, including serving in an outsourced CFO capacity for an international manufacturing and distribution company with operations and customers around the globe.
CJ spends his workdays on mergers and acquisitions, not-for-profit consulting and compliance matters, planning (particularly with tax favored investment strategy), management consulting, tax compliance, accounting systems and matters for businesses, not-for-profits and individuals, and manages the day to day processes and strategic direction of the firm.
CJ has a heart for Christian ministries and is the Founder and President of Christian Recovery Houses, Inc., and consults with several not for profit boards. He has also served the TSCPA Nashville Board and Federal Tax Committee, and has served as the Treasurer at the Tennessee Christian Chamber of Commerce. He used to spend a lot of hours with the guitar and Christian song-writing, playing golf, camping, hunting, fishing, writing and exercising. Now, he is blessed to have married up to his lovely wife Amanda, and spends most of his free time as a father of two wonderful sons and a sweet little girl to round out the brood.
Back to InstructorsAnne D. Waters, JD, CPA
Anne Waters is a partner at Blankenship CPA Group with more than twenty-five years of experience in estate planning, tax planning and consulting. She graduated from Vanderbilt Law School in 1994 and worked with several large law firms in Nashville prior to joining Blankenship in 1998. For her undergraduate work, she attended the University of Notre Dame and graduated with a Bachelor of Science, majoring in Accounting. Her primary focus area is estate planning, including estate and gift tax, wills and trusts, and trust and estate income tax work with a focus on high net-worth clients. Within Blankenship, Anne's primarily servs as a tax partner and also participates in training with the learning and development team
Anne is a member of the Tennessee Society of CPA's Nashville Chapter Board and is a member of the Estate Planning Council of Middle Tennessee.
Anne lives in Franklin, Tennessee, where she raised her three children, who have now relocated far and wide. She enjoys traveling the world with her children and cheering on her son’s college baseball team in St. Louis.
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