Customer Service: 800-778-7436     

To access your product click the Log In link at the top right of the screen. Once inside your account, you will be able to access your Packages, Self-Study Product, and Webinar Registrations.

Sign In to Your Surgent Account

Forgot Username or Password | Register for an Account

Basic Estate Administration for CPAs and FAs (BEAC)

Choose CPE Format:

Live Webinar SELECT STARTING AT $99 (6 dates)

Credits: 2

Qualifies For: CPE

Instructor(s): Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

$99

Choose a Webinar Date

(All Times Eastern)

Please choose a Webinar date

Buy Now
NO HASSLE REFUNDS & TRANSFERS
EASY CANCELLATIONS
Reviews Not Available.

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.

Basic Estate Administration for CPAs and FAs (BEAC)

  • Customer Rating
    Reviews Not Available.
  • Field of Study
    Taxes
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    CPE

Overview

Some CPAs & FAs might focus on estate administration; however, many more will come across this through routine work with a client. This course provides an overview of how you can help to administer an estate. It includes a checklist of tasks and an overview of what each entails. This webinar covers minor points such as what information you’ll need to collect and when to get an EIN. It also covers substantial discussions of essential topics, such as developing an inventory, estate accounting, allocating income between Form 1040 and form 1041, and filing your client’s final Form 1040.

Major Topics:

  • Legal principles and definitions
  • Trust accounting issues
  • Working closely with legal counsel proactively in the best interest of the client
  • Property law concepts
  • Complex community property issues
  • Filing special forms: Form SS-4, Form 56, Form 4810, and Form 5495
  • Executor checklist
  • 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 carryforwards and estates
  • Fiscal year elections
  • 65-day election for trusts and estates
  • Tax aspects of pecuniary and specific bequests

Learning Objectives

  • Name legal principles and definitions essential to estate planning
  • Identify best practices for working closely with legal counsel
  • List main property law concepts
  • Identify complex community property issues
  • Determine best methods for filing special forms: Form SS-4, Form 56, Form 4810, Form 5495
  • Arrange an executor checklist

Designed for:

Any CPA or FA who wants to become familiar with the basic aspects of estate administration

Prerequisite:

None

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
loading

Loading...

Loading...

Thank You!

YOU HAVE ADDED THE FOLLOWING TO YOUR CART:

GO BACK
CHECK OUT NOW

Loading...

Thank You!

Thank You! Your request has been submitted.



Get more with an unlimited CPE subscription

Unlimited Plus

     

  • Unlimited access to ALL live CPE webinars, including premium courses

  • Unlimited 24/7 access to on-demand webcasts and self-study PDF courses

  • Includes select gamified CPE courses from Surgent Interactive

  • Access for a year from date of purchase

  • Auto-renew locks in your price for next year (can cancel any time)

  • Does NOT include select+ courses

$899

 BUY NOW 

Unlimited Webinars

  • Unlimited access to all non-premium live CPE webinars

  • Includes 1, 2, 3, 4 and 8 CPE sessions

  • Access for a year from purchase date

  • Auto-renew locks in your price for next year (can cancel any time)

  • Provides online grading & CPE certificates by email

  • Does NOT include Premium courses and select* courses

$749

 BUY NOW 

 


Unlimited Self-Study

  • Unlimited 24/7 access to 250+ downloadable PDF courses

  • Courses range from 1-20 credits

  • Access for a year from date of purchase

  • Auto-renew locks in your price for next year (can cancel any time)

  • Provides online grading & CPE certificates by email

  • Does NOT include Premium courses and select^ courses

$549

 BUY NOW 

 


+Excludes: ETDE, AFTR, ETTX, Certification Courses, and select Surgent Interactive games (MTT2, MTT4, MTT5, MTT6, MTT7, SAU1, SAU2, SAU4, SAU5, SAU6, BDV1, and RPA1)

*Excludes Premium Webinars & Ethics for Delaware (ETDE)

^Excludes: ETDE, ETTX, AFTR, Certificate Courses, and Interactive Games

 

Explore additional courses by topic

  • Accounting and Auditing CPE courses

    Accounting &
    Auditing

  • Business and Industry CPE courses

    Business &
    Industry

  • Ethics CPE courses

    Ethics

  • Financial Planning CPE courses

    Financial
    Planning

  • Fraud and Forensics CPE courses

    Fraud &
    Forensics

  • Government and Non-Profit CPE courses

    Government/
    Non-Profit

  • Personal Development CPE courses

    Personal
    Development

  • Practice Management CPE courses

    Practice
    Management

  • Taxes CPE courses

    Taxes

  • Tech CPE courses

    Tech

 

Qualifies for

CFP CFP® Board-approved CE for Certified Financial Planners


CMA IMA-approved CE for Certified Management Accountants

CPE NASBA-approved CPE for Certified Public Accountants


CTEC California Tax Education Council-approved CE

IRS IRS-approved CE for Enrolled Agents and the AFSP


YB GAO-fulfilling Yellow Book audit requirements

QAS Approval Surgent IRS Approval Surgent CFP Approval Surgent CTEC Approval Surgent
CPE Webinars
CPE Webinars

Thank You!

Thank You! Your subscription has been submitted.