November 23, 2022


Webinar


2 Total CPE Credits

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The Tax Practitioners Guide to Estate Administration

Learning Objectives

  • Recognize the CPA’s role in estate administration

Major Topics

  • 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  

CPE Credits Available

2
Total CPE
2
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

None

Intended Audience

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

Provider

ACPEN

This event has ended.