Limited‑Time Tax Practice Savings

Gain practical insight into the evolving risks, delays, and uncertainties affecting tax buyers, municipalities, and property owners. This program examines the sweeping impact of Tyler v. Hennepin County on Illinois tax sale and tax deed practice, including how the Supreme Court’s takings analysis has disrupted long-standing enforcement procedures. It also analyzes the implementation failures of the Tyler Technologies tax system in Cook County and their consequences for tax collection, distribution, and real estate transactions.

What are the effects of Forms 706 and 709 on Form 1041? This session will look at a sample completed Form 1041 and pinpoint areas of interest.
Originally presented as part of Gift & Estate Tax Workshop: Forms 709, 706 & 8971 2025.

Learn about the areas of overlap and differences between federal and Illinois estate tax law. Learn about challenges you might face if you have no federal estate tax but have an Illinois estate tax. The discussion will also include issues with establishing or changing domicile, structuring an estate plan to minimize Illinois estate tax, and questions you should ask your clients to avoid future Illinois estate tax problems.
Originally presented as part of Gift & Estate Tax Workshop: Forms 709, 706 & 8971 2025.

This session will give you some general advice on post-death tax planning, including information to help you with formal elections and estate administration decisions. Materials will include a checklist of elections and decisions to aid you in this process. Finally, there will be a discussion on using disclaimers.
Originally presented as part of Gift & Estate Tax Workshop: Forms 709, 706 & 8971 2025.