Dealing with the Deceased Taxpayer’s Tax Problems (2025 Edition)

Eric L. Green
Eric L. Green | Green & Sklarz, LLC.

Eric is a managing partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York. The focus of Attorney Eric L. Green’s practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service and state Departments of Revenue Services.

On-Demand: February 27, 2025

1 hour CLE

This program is only available to All-Access Pass Members.
Subscribe to Miami-Dade Bar + myLawCLEs All-Access Pass...
Get this course, plus over 1,000+ live webinars.
Learn More

Program Summary

Unfiled tax returns, unreported foreign bank accounts, and all sorts of other tax misdeeds come to the surface when a taxpayer dies. Join Eric Green from Green & Sklarz as he updates you on what to do when the deceased did not exactly handle their tax compliance properly, what the pitfalls are for executors/administrators, and how to handle these thorny issues like a pro.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Identify the common tax issues that arise upon a taxpayer’s death
  • Describe options for resolving outstanding tax issues for a decedent
  • Explain the potential liability for fiduciaries in situations where the decedent may have tax issues

Closed-captioning available

Speakers

speaker_Eric L. GreenEric L. Green | Green & Sklarz, LLC.

Eric is a managing partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York. The focus of Attorney Eric L. Green’s practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service and state Departments of Revenue Services. He is a frequent lecturer on tax topics for many national organizations, including Insightful Accountant, CCH, the NAEA, the NATP, the ABA Tax Section and the Connecticut Society of CPAs. Attorney Green has served as adjunct faculty at the University of Connecticut School of Law. He was the author and lecturer of the University of Connecticut School of Business IRS Representation Certificate Program, and has served as a columnist for CCH’s Journal of Practice & Procedure. He is the founder of Tax Rep LLC which coaches accountants and attorneys on building their own IRS Representation practices, and is the host of the weekly Tax Rep Network Podcast.

Mr. Green is the author of The Accountant’s Guide to IRS Collection, The Accountant’s Guide to Resolving Tax Debts, The Accountant’s Guide to Resolving Payroll Tax Debts and The Insider’s Guide to Offers-in-Compromise.

Agenda

I. Identify the common tax issues that arise upon a taxpayer’s death | 3:00pm – 3:20pm

II. Describe options for resolving outstanding tax issues for a decedent | 3:20pm – 3:40pm

III. Explain the potential liability for fiduciaries in situations where the decedent may have tax issues | 3:40pm – 4:00pm

Preview
More CLE Webinars
Upcoming CLE Webinars
Alcohol Industry Legal Risks & Rules
Alcohol Industry Legal Risks & Rules Tue, May 13, 2025
Live Webcast
Microsoft Copilot 365 AI tool for Lawyers (Part 1)
Microsoft Copilot 365 AI tool for Lawyers (Part 1) Tue, May 13, 2025
On-Demand
Live Replay
Playing Defense at 30(b)(6) Depositions (2024 Edition)
Playing Defense at 30(b)(6) Depositions (2024 Edition) Fri, May 16, 2025
On-Demand
Live Replay
Adobe Acrobat Pro for Lawyers (2025 Edition)
Adobe Acrobat Pro for Lawyers (2025 Edition) Tue, May 20, 2025
On-Demand
Live Replay
Real Estate LLC Disputes
Real Estate LLC Disputes Tue, May 20, 2025
On-Demand
Live Replay
Contract Negotiation Fundamentals
Contract Negotiation Fundamentals Fri, May 23, 2025
Live Webcast