Complimentary for Members

On-Demand Self-Study

Navigating Estate Administration Tech Session - 06/01/2023

They say that still waters run deep. To many CPAs, estate planning, on the surface, can seem like simple, seamless, and straightforward work done by the estate lawyer. However, when a client dies and that estate needs to be administered, deep problems wit

On-Demand Self-Study
- Identify and issue-spot potential estate planning mistakes before they happen. - Discuss dilemmas these issues can create. - Develop strategies for navigating these issues when they arise.

Learning Objectives

To Share What CPAs Need to Know about Practical Aspects of Estate Administration

Major Topics

  • Identify and issue-spot potential estate planning mistakes before they happen.
  • Discuss dilemmas these issues can create.
  • Develop strategies for navigating these issues when they arise.

CPE Credits Available

0
Specialized Knowledge / Industries (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Specialized Knowledge / Industries (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs who wish to learn more estate administration

Provider

Foundation for Accounting Education

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