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*Premium Courses only included in the Unlimited Plus Package
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.
Any CPA or FA who wants to become familiar with the basic aspects of estate administration
201 N. King of Prussia Road, Suite 370, Radnor PA 19087
Phone: (800) 778-7436