0
Skip to Content
Steven J. Cashiola, CPA
Services
Tax Planning
Real Estate Tax Planning
Estates & Trusts
Who I Serve
Insights
Resources
About Me
Contact
Steven J. Cashiola, CPA
Services
Tax Planning
Real Estate Tax Planning
Estates & Trusts
Who I Serve
Insights
Resources
About Me
Contact
Services
Tax Planning
Real Estate Tax Planning
Estates & Trusts
Who I Serve
Insights
Resources
About Me
Contact
Section 645 Election for Revocable Trusts After Death: Form 8855 and Fiscal Year Planning
Estate, Trust and Inheritance Tax Steven Cashiola 8/23/26 Estate, Trust and Inheritance Tax Steven Cashiola 8/23/26

Section 645 Election for Revocable Trusts After Death: Form 8855 and Fiscal Year Planning

A Section 645 election can treat a qualified revocable trust as part of a decedent's estate for income tax purposes. Learn about Form 8855, estate fiscal years, EIN requirements, filing deadlines, and what happens when the election ends.

Read More

Steven J. Cashiola, CPA

Proactive tax planning, tax preparation, and CPA advisory services for individuals, business owners, real estate investors, estates, and trusts in California, Texas, and nationwide.

CPA Services & Practice

  • Proactive Tax Planning
  • Real Estate Tax Planning
  • Estate and Trust Tax Services
  • IRS Notice Review and Response
  • Tax Preparation & CPA Services
  • Who I Serve
  • About Me
  • Contact
  • Home

Tax Resources

  • Tax Insights
  • Tax Resources
  • Tax Planning Dashboard
  • Frequently Asked Questions
  • Real Estate Tax Guides
  • Cost Segregation Calculator
  • IRS CP Notice Lookup
  • Tax Due Dates Calendar

Helpful Tax Links

  • IRS Individual Online Account
  • IRS Business Tax Account
  • IRS Tax Transcripts
  • IRS Refund Status
  • IRS Make a Payment
  • California Franchise Tax Board
  • Texas Comptroller