The Tax Practitioners Guide to Estate Administration
05.27.23 12:00PM –
05.27.23 2:00PM
Details
Credits
2.00
Level
Intermediate
Fees
Member Fee
$79.00
Nonmember Fee
$109.00
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General Info
DescriptionEstate 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.
Highlights
- 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
Objectives
Designed For
- Recognize the CPA’s role in estate administration
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Vendor
ACPEN
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