Estate Administration Process - The Tax Practitioners Guide
Description
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.
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
- Recognize the CPA’s role in estate administration
Designed For
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Registration for this course has passed.
Course Pricing
Member Fee
Applicable if you are a HSCPA member in good standing. |
$79.00 |
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Non-Member Fee
Applicable if you are not a HSCPA member. |
$109.00 |
Your Price | $109.00 |