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Tax Basis 101 for Estate Planning Paralegals
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 Export to Your Calendar 11/7/2025
When: November 7, 2025
1:00-2:00 PM ET
Where: United States
Contact: Cassi Gruber
cassi.gruber@nbi-sems.com
715-835-8525

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Understanding tax basis is critical to planning asset disposition, minimizing tax burdens, and ensuring compliance in estate planning and administration. Do you know how it works? This practical course provides essential knowledge of tax basis concepts, focusing on the critical tasks paralegals perform to support attorneys and CPAs. Learn how to identify, gather, calculate, and document tax basis information for estate assets, as well as how to assist in preparing required tax forms and schedules. Emphasis is placed on real-world applications, efficient recordkeeping, and best practices for collaboration within the estate planning team. Learn the ropes - register today! 


Event URL: http://ipe-sems.com/products/101221
 

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