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

Online

# of CPE Credits

3

Description

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.

Objective

Advise clients regarding the latest information on estate planning and administration

Credit Types

  • Taxes: 3

Event Level:Basic
Event Code:WRS107625
Event Vendor:Surgent Accounting & Financial Education
Fields of Study:Taxes
Other fields:

    Registration Fees

    RegistrationTypePrice
    Rebroadcast - General (3 hour)Members$140.00
    Rebroadcast - General (3 hour)Non Members$290.00


    CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants 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/.

    For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.