Estate Administration Process - The Tax Practitioners Guide

Course Details

Date

Saturday, August 22, 2020

8:00am – 10:00am

Field of Study

Taxation

Course Number

AC0412

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

ACPEN

Prerequisites

None

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
Non-Member Fee

Applicable if you are not a HSCPA member.

$109.00
Your Price $109.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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