20WA-1482: Estate Administration Process: The Tax Practitioners Guide (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Monday, July 6, 2020
10:00am - 12:00pm Central Time
2 CPE (2 technical) | 2 IRS CE
Estate and trust administration is a growing part of a CPA's practice. The CPA should understand the process and implications of estate and trust administration. This course focuses on the CPA's role as a key member of the administration team. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
Major subjects
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Estate settlement issues
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Collection and accounting of assets
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Determining the legitimacy of debts and creditors
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Payment of creditors
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Distribution issues
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Probate issues
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Will contests
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Inventory of assets
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Fiduciary duties
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Rights of creditors, third parties, and beneficiaries
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Federal estate tax issues
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State death tax issues
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Ancillary estate administration issues
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Fiduciary accounting issues
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Special issues regarding trusts
Learning objective(s)
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Recognize the CPA's role in estate administration
Who should take this program?
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$79.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$79.00
|
 Standard Nonmember Fee |
$79.00
|
