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Self-Study CPE
FOREIGN NATIONAL TAXATION - A DEEPER DIVE
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IRS FORM 1099 REPORTING: REPORTING REQUIREMENTS
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EXPATRIATE TAXATION - A DEEPER DIVE
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FORM 1041: UNIQUE ASPECTS TO TAX ACCOUNTING FOR TRUSTS AND ESTATES
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MISCLASSIFICATION OF WORKERS: THE BATTLE BETWEEN 1099 VS W-2
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TAXATION OF IRAs AT DEATH
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ESTATE PLANNING STRATEGIES FOR MEDIUM AND HIGH NET WORTH CLIENTS POST TCJA
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1099: BEYOND THE BASICS
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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EARNED INCOME TAX CREDIT
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Cpece webinars
Basic Estate Administration for CPAs and FAs

BASIC ESTATE ADMINISTRATION FOR CPAs AND FAs

Available Date(s)
Monday, October 05, 2020: 2:00PM EDT

Cost $40.00
CPE Credits 2.0 hours
CE Credits 2.0 hours
Course Id# - HURS9-T-00672-20-O
Subject Area Taxes (Federal Tax)
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Some CPAs & FA’s might focus on estate administration; however, it is thrust upon many more. 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. The course includes minor points such as what information you’ll need to collect and when to get an EIN and substantial discussion of major points which includes:


  • Legal Principles and Definitions

  • Working Closely with Legal Counsel

  • Property Law Concepts

  • Complex Community Property Issues

  • Filing special forms: Form SS-4, Form 56, Form 4810, Form 5495

  • Executor Checklist

  • Developing an Inventory and Estate Accounting(s)

  • Allocating Income between Form 1040 and Form 1041

  • Filing your client’s final Form 1040

  • The basics of filing a Form 1041 for an estate or non-grantor trust

  • Filing a final Form 709

  • The basics of filing Form 706

  • Understanding 706 Elections

  • Understanding Estate Valuations including GST and Portability

  • Special Considerations for IRAs and ERISA Plans

  • When to make Section 454 Elections

  • When to make Section 754 Elections

  • Understanding the fine points of basis

  • S-Corp Issues

  • Partnership and LLC considerations

  • Passive Loss Carryforwards and Estates

  • Fiscal Year Elections

  • 65 Day Election for Trusts and Estates

  • Tax Aspects of Pecuniary and Specific Bequests

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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.