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Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate

 Various
 
3.0
Registration is Open
Member Price
$149.00 Regular Registration
Your Price
$156.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Mon, 06/09/2025 from 9:00 am to 12:00 pm
 Fri, 07/11/2025 from 2:00 pm to 5:00 pm
 Fri, 08/08/2025 from 9:00 am to 12:00 pm
 Tue, 09/09/2025 from 2:00 pm to 5:00 pm
 Wed, 10/08/2025 from 2:00 pm to 5:00 pm
 Wed, 11/05/2025 from 2:00 pm to 5:00 pm
 Fri, 12/12/2025 from 2:00 pm to 5:00 pm
 Tue, 01/27/2026 from 2:00 pm to 5:00 pm
 Wed, 02/18/2026 from 2:00 pm to 5:00 pm
 Tue, 03/17/2026 from 11:00 am to 2:00 pm
 Fri, 04/17/2026 from 9:00 am to 12:00 pm
Designed For:

Any finance or accounting practitioner advising clients with respect to estate planning and administration

Prerequisite:

None

Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members will look to their professional advisors for help in estate planning and administering an estate. The purpose of this program is to discuss those issues that practitioners with clients involved in estate planning administration need to know to advise those clients. Lack of planning and preparedness in estate issues can cost the heirs time and money upon a decedent's death.

Delivery Method: Individual 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

  • Advise clients regarding the latest information on estate planning and administration

Speakers

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.