CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Basic Estate Administration For CPAs & Financial Advisors

Basic Estate Administration For CPAs & Financial Advisors

2 Credits


Subject Area


Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00617-21-S)

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0589)

2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

2 CPD credit (Verifiable) for CPA/PFS

2 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00617-21-S)

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00617-21-S)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.


  • CPA Estate Administration Checklist
    1 mins
  • Help Identify Assets which Require Valuation
    14 mins
  • Line 12: Itemized Deduction
    30 mins
  • Legal Principles & Definitions
    42 mins
  • Qualified Terminal Interest Trust (QTIP)
    56 mins
  • Statute of Limitations
    77 mins

Course Description

When a person dies, all of his or her possessions – real estate, money, stocks, personal belongings, etc become a part of his or her estate. Estate administration refers to the process of collecting and managing the estate, paying any debts and taxes, and distributing the remaining property to the heirs of the estate. The heirs of an estate are determined by will, and if there isn't a will, by the intestacy (which means dying without a will) laws of each state. This online CPE course on Estate Administration Basics provides information on how to administer an estate, what being an executor means, and what happens to a person's debts after his or her death.

Some CPAs & Financial Advisor’s might focus on estate administration; however, many more will come across this work with a client. This online continuing professional educational course provides an overview regarding how you can help to administer an estate. It includes a checklist of tasks and an overview of what each entail. The online CPE course includes minor points such as what information you’ll need to collect and when to get an EIN.

This CPE webinar includes substantial discussion of the following major topics:

  • Legal Principles and Definitions
  • Developing an Inventory and Estate Accounting(s)
  • Allocating Income between Form 1040 and Form 1041
  • Filing your client’s final Form 1040
  • The basics of filing a Form 1041 for an estate or non-grantor trust
  • Filing a final Form 709
  • The basics of filing Form 706
  • Understanding 706 Elections
  • Understanding Estate Valuations including GST and Portability
  • Special Considerations for IRAs and ERISA Plans
  • When to make Section 454 Elections
  • When to make Section 754 Elections
  • Understanding the fine points of basis
  • S-Corp Issues
  • Partnership and LLC considerations
  • Passive Loss Carry forwards and Estates
  • Fiscal Year Elections
  • 65 Day Election for Trusts and Estates
  • Tax Aspects of Pecuniary and Specific Bequests

Most CPAs avoid estate administration like the plague. Robert Keebler's webinar is the vaccine & cure to those fears. As a CPA who does estate administration, your practice value will just increase exponentially!

Learning Objectives

  • To identify best practices for working closely with legal counsel
  • To list main property law concepts
  • To identify complex community property issues
  • To determine best methods for filing special forms: SS-4, form 56, form 4810, form 5495
  • To describe an executor checklist

Who Should Attend?

  • Annual Filing Season Program
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Public Accountant
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros





Bob Keebler is the gold standard for tax and estate planning programs. I have attended many in person at conferences but also always enjoy his webcasts and online learning classes as well.