post-mortem tax planning

post-mortem tax planning

Experts Reveal Hidden Tax Hit in Failed Post-Mortem Tax Planning

Failed post-mortem tax planning can unleash a six-figure liability when the Capital Dividend Account is mishandled after a shareholder’s death. The CDA, meant to provide tax-free cash to heirs, becomes a hidden trap if corporate elections and share-redemption steps are not timed correctly. Without a precise, phased approach, families