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Course Name:
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HOW TO SETTLE A CLIENT'S ESTATE
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Course ID:
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1137484 |
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Provider Name:
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MASSACHUSETTS SOCIETY OF CPAS
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Approved for:
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Description:
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This virtual 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. Objectives include: Understand how creditors’ claims impact a beneficiary’s claims Understand the key provisions in a will or trust Understand the duties of an executor or trustee in relation to beneficiaries and more. This course is designed for CPAs who wish to assist in settlement of an estate, regardless of size. |
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Training Subtype:
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Basic Accounting
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Location:
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105 Chauncy Street
Boston, MA 02111
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Program Results In:
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Certificate
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Course Length:
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1 week(s)
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Average No. of Hours/Week:
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8 Hrs
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On-line Course Schedule:
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http://www.masscpas.org/cpe/152544mb:how-to-settle-a-client-s-estate
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Cost/Student:
Includes:
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$419.00
Tuition
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Flat Rate Course:
(The cost of this course is based on a flat fee, regardless of the number of employees attending the course)
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No
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Performance Summary
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Program Year (Most Recent):
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