Webinar

The Tax Practitioner's Guide to Estate Administration

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

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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 objectives

• Recognize the CPA's role in estate administration

Who should take this program?

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

Pricing

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.