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DTSTAMP:20260515T204618Z
DTSTART:20270405T140000Z
DTEND:20270405T180000Z
SUMMARY: Estates & Trusts: Executor Duties & Tax Responsibilities in Estate Administration
DESCRIPTION: This course reviews the legal\, fiduciary & federal tax responsibilities of an executor or personal representative during the administration of a decedent's estate. Participants will examine the executor's duties From initial appointment through final distribution\, including identifying & managing estate assets\, settling creditor claims & administering distributions to beneficiaries. The course also reviews filing requirements for the decedent's final Form 1040\, the estate's Form 1041 & the federal estate tax return\, Form 706\, along with the treatment of income in respect of a decedent (IRD) & basis adjustments. Participants will also examine IRS procedural requirements\, including obtaining an EIN for the estate\, responding to IRS notices & recognizing potential audit risks. Emphasis is placed on practical estate administration procedures\, executor liability considerations & maintaining proper estate accounting records & documentation to support compliance with federal tax requirements.

Please Note: If you need credit reported to the IRS for this IRS approved program\, please download the IRS CE request form on the Course Materials Tab & submit to terri.storer@acpen.com\n  
CLASS:PUBLIC
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