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Monday, April 26, 2021 Live Webcast

Estate Administration Process - The Tax Practitioners Guide (X4-3207472)

2:00 PM - 3:44 PM EDT
webcast

Vendor Platform

2.0 CPE Credits in TX

OVERVIEW

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.

DESIGNED FOR

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

BENEFITS

  • Recognize the CPA’s role in estate administration

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  

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

**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.

INSTRUCTOR

Arthur Werner

Arthur J. Werner, ESQ.

Werner & Schwartz

PRICING

$79.00 - Member

$109.00 - Nonmember

Event Cancelled

This event has been cancelled.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

ACPEN

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