Failure to make the right post-death tax elections can result in increased tax liability and - potentially - personal liability as well. This guide will put on your radar all the key elections you need to know to help executors and beneficiaries secure more savings. Lessen the tax bite - register today!
Anticipate when it would be advantageous to make a §645 election.
Discover valuable deductions that often go overlooked by executors.
Save on estate tax with valuation election opportunities.
Determine when and how to make the portability election.
Key Elections: IRS Form 1040, Form 1041, and Form 706
Michael G Zapson is a partner at Certilman Balin Adler & Hyman LLP. He concentrates his practice in the areas of commercial and estate litigation, real estate and zoning. Mr. Zapson represents real property owners, national companies, developers, purchasers, REITs, lenders and brokers. He is a member of the Long Beach Lawyer’s Association, the Nassau County Bar Association, and the Association of the Bar of the City of New York. Mr. Zapson is admitted to practice in New York, Washington D.C, and the U.S. District Courts for the Southern, Eastern and Northern Districts of New York. He earned his B.A. degree from Cornell University, and J.D. degree from the State University of New York at Buffalo.
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