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UID:472652imp
DTSTAMP:20260428T220848Z
DTSTART:20260604T130000Z
DTEND:20260604T203000Z
LOCATION: Online
SUMMARY: How to Settle a Client's Estate
DESCRIPTION: Federal estate and gift taxes currently affect few clients\, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests. This course enables the accountant to cut through the jargon to understand the legal concepts\, communicate a real-world explanation to clients\, and serve\, in some instances\, as an advisor to them. After taking this course\, practitioners will feel more confident to serve in a fiduciary capacity. Updated for developments relative to estate taxation.
CLASS:PUBLIC
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