24WA-0506: The Tax Practitioner's Guide to Estate Administration (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Saturday, April 6, 2024
11:00am - 1:00pm 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

• Estate settlement issues
• Collection and accounting of assets
• Determining the legitimacy of debts and creditors
• Payment of creditors
• Distribution issues
• Probate issues
• Will contests
• Inventory of assets
• Fiduciary duties
• Rights of creditors, third parties, and beneficiaries
• Federal estate tax issues
• State death tax issues
• Ancillary estate administration issues
• Fiduciary accounting issues
• Special issues regarding trusts  

Learning objective(s)

• Recognize the CPA's role in estate administration

Who should take this program?

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Fees

Standard Member Fee	$79.00
Standard Nonmember Fee	$79.00