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Surgent's Basic Estate Administration for CPAs and FAs

 Various
 
2.0
Registration is Open
Member Price
$89.00 Regular Registration
Your Price
$93.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Mon, 08/11/2025 from 10:00 am to 12:00 pm
 Mon, 11/17/2025 from 1:00 pm to 3:00 pm
 Fri, 01/30/2026 from 10:00 am to 12:00 pm
 Tue, 03/24/2026 from 10:00 am to 12:00 pm
 Currently available
Designed For:

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

Prerequisite:

None

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.

Delivery Method: On-Demand Webcast
CPE Credit: Taxes
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

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

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.