Overview
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CPA Estate Administration Checklist
1 mins
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Help Identify Assets which Require Valuation
14 mins
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Line 12: Itemized Deduction
30 mins
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Legal Principles & Definitions
42 mins
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Qualified Terminal Interest Trust (QTIP)
56 mins
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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:
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
Recommended For
This Online Continuing Education webinar is IRS Approved and is recommended for CPAs, EAs, Tax Preparers, TEP, CSA, and PFS who wants to help their clients in better management of finances
Who Should Attend?
- Annual Filing Season Program
- Bookkeepers & Accountants & Tax Preparers
- California Registered Tax Professional
- Certified Public Accountant (CPA)
- 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