- NY Credits : 8.0
- TX Credits : 8.0
- IRS Enrolled Agent Credits : Federal Tax/Tax Related Matters - 8.0
- IRS Non-Credentialed Return Preparer Credits : Federal Tax - 8.0
What happens when our client passes away? Do we lose a client or gain a new one? In this webinar, we will take an in-depth look at estates and trusts. Topics include:
By properly understanding and handling these issues, the tax professional can become the “go to” person for estate planning attorneys and financial advisors.
Instructor: Brian Eisenmenger, CPA, MST
Instructor assignments are fluid and subject to change
NOTE: The voluntary IRS Annual Filing Season Program (AFSP) requires that CE Sponsors collect PTINs from IRS professionals who wish to receive IRS credit. IRS PTIN holders (including Enrolled Agents) should enter their IRS PTIN into Checkpoint Learning so that course completions can be reported to the IRS. You do not need to enter your PTIN for each course you take; you only need to add it once. If you have any questions on how to do this, please contact us 800-431-9025.
THIS WEBINAR IS NOT ELIGIBLE FOR CTEC CREDIT.
Please see outline below for webinar break schedule.
Included with subscription(s):
Schedule shown in Central Time.
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