BEGIN:VCALENDAR
VERSION:2.0
CALSCALE:GREGORIAN
METHOD:PUBLISH
PRODID://NDCP//417514
BEGIN:VEVENT
DTSTAMP:20260505T184943
VTIMEZONE:America/Chicago
DTSTART:20260324T140000Z
DTEND:20260324T160000Z
UID:417514
SUMMARY:Surgent's Basic Estate Administration for CPAs and FAs (BEAC)
LOCATION:Webinar
DESCRIPTION:Surgent's Basic Estate Administration for CPAs and FAs (BEAC)\n\n03/24/26 09:00 AM CST\n - 03/24/26 11:00 AM CST\Description:\nSome CPAs & FAs might focus on estate administration; however, many more will come across this through routine work with a client. 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. This webinar covers minor points such as what information you’ll need to collect and when to get an EIN. It also covers substantial discussions of essential topics, such as developing an inventory, estate accounting, allocating income between Form 1040 and form 1041, and filing your client’s final Form 1040.Objectives:
 Name legal principles and definitions essential to estate planning
 Identify best practices for working closely with legal counsel
 List main property law concepts
 Identify complex community property issues
 Determine best methods for filing special forms: Form SS-4, Form 56, Form 4810, Form 5495
 Arrange an executor checklist
 Presenters:Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMAField of Study:Taxes (2)Major Topics:
 Legal principles and definitions
 Trust accounting issues
 Working closely with legal counsel proactively in the best interest of the client
 Property law concepts
 Complex community property issues
 Filing special forms: Form SS-4, Form 56, Form 4810, and Form 5495
 Executor checklist
 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
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Basic Estate Administration for CPAs and FAs (BEAC)<br /><br />03/24/26 09:00 AM CST - 03/24/26 11:00 AM CST<br />Description:<br />Some CPAs & FAs might focus on estate administration; however, many more will come across this through routine work with a client. 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. This webinar covers minor points such as what information you’ll need to collect and when to get an EIN. It also covers substantial discussions of essential topics, such as developing an inventory, estate accounting, allocating income between Form 1040 and form 1041, and filing your client’s final Form 1040.<br><br><b>Objectives:</b><br><ul>
    <li>Name legal principles and definitions essential to estate planning</li>
    <li>Identify best practices for working closely with legal counsel</li>
    <li>List main property law concepts</li>
    <li>Identify complex community property issues</li>
    <li>Determine best methods for filing special forms: Form SS-4, Form 56, Form 4810, Form 5495</li>
    <li>Arrange an executor checklist</li>
</ul><br><b>Presenters:</b><br>Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Legal principles and definitions</li>
    <li>Trust accounting issues</li>
    <li>Working closely with legal counsel proactively in the best interest of the client</li>
    <li>Property law concepts</li>
    <li>Complex community property issues</li>
    <li>Filing special forms: Form SS-4, Form 56, Form 4810, and Form 5495</li>
    <li>Executor checklist</li>
    <li>The basics of filing a Form 1041 for an estate or non-grantor trust</li>
    <li>Filing a final Form 709</li>
    <li>The basics of filing Form 706</li>
    <li>Understanding 706 elections</li>
    <li>Understanding Estate Valuations, including GST and portability</li>
    <li>Special considerations for IRAs and ERISA plans</li>
    <li>When to make Section 454 elections</li>
    <li>When to make Section 754 elections</li>
    <li>Understanding the fine points of basis</li>
    <li>S corp issues</li>
    <li>Partnership and LLC considerations</li>
    <li>Passive loss carryforwards and estates</li>
    <li>Fiscal year elections</li>
    <li>65-day election for trusts and estates</li>
    <li>Tax aspects of pecuniary and specific bequests</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
BEGIN:VALARM
TRIGGER:-PT5M
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR