Learn what to expect when you or a client loses a loved one and takes on the responsibility of administering the estate. This course will review the types of estates, typical deadlines, and common assets clients will encounter during the administration process.
This course will specifically focus on tax elections and IRS forms related to the taxpayer’s death and is recommended for practitioners working with families after the death of a loved one. This course pairs well with Form 1041 Basics for a thorough overview of both the administration process and the tax filing obligations.
Who Should AttendAttorneys, CPAs, and Enrolled Agents.
Instructional MethodGroup: Internet-based
NASBA Field of Study
Taxes (2 hours)