Surgent's Basic Estate Administration for CPAs & FAs

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 & an overview of what each entails. This webinar covers minor points such as what information you'll need to collect & 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 & form 1041 & filing your client's final Form 1040.