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.
Learning Objective:
At the end of this course, you will be able to:
* 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
To complete this course participants need to: Answer polling questions to meet NASBA / IRS / State Board of Accountancies requirements for attendance verification.
Upon course completion a course evaluation form is provided for your feedback.
Participants have 1 year from the date of purchase/enrollment to complete this course
Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/