Help  |  Pay an Invoice  |  My Account  |  CPE Log  |  Log in

23WA-442A: The Tax Practitioner's Guide to Estate Administration (Webinar)

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

Tuesday, February 27, 2024
1:00pm - 3:00pm Central Time
2 CPE (2 technical)  |  2 IRS CE

Alternate dates & more options

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

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
checkmark Standard Nonmember Fee $79.00

More program information

Instructor Arthur Werner, JD, MS (Taxation)
Location Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

Not a member? Join the MNCPA to start saving on CPE and accessing members-only benefits.

Search CPE catalog

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