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PRODID://NDCP//509208
BEGIN:VEVENT
DTSTAMP:20260531T171949
VTIMEZONE:America/Chicago
DTSTART:20260617T200000Z
DTEND:20260618T000000Z
UID:509208
SUMMARY:Estates & Trusts: Executor Duties and Tax Responsibilities in Estate Administration
LOCATION:Webinar
DESCRIPTION:Estates & Trusts: Executor Duties and Tax Responsibilities in Estate Administration\n\n06/17/26 03:00 PM CST\n - 06/17/26 07:00 PM CST\Description:\nThis course reviews the legal, fiduciary, and federal tax responsibilities of an executor or personal representative during the administration of a decedent’s estate. Participants will examine the executor’s duties from initial appointment through final distribution, including identifying and managing estate assets, settling creditor claims, and administering distributions to beneficiaries. The course also reviews filing requirements for the decedent’s final Form 1040, the estate’s Form 1041, and the federal estate tax return, Form 706, along with the treatment of income in respect of a decedent (IRD) and basis adjustments. Participants will also examine IRS procedural requirements, including obtaining an EIN for the estate, responding to IRS notices, and recognizing potential audit risks. Emphasis is placed on practical estate administration procedures, executor liability considerations, and maintaining proper estate accounting records and documentation to support compliance with federal tax requirements.
 *Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to terri.storer@acpen.com
  
  
 Speakers:Mary Jane Hourani, MM, EA\Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Estates & Trusts: Executor Duties and Tax Responsibilities in Estate Administration<br /><br />06/17/26 03:00 PM CST - 06/17/26 07:00 PM CST<br />Description:<br /><p>This course reviews the legal, fiduciary, and federal tax responsibilities of an executor or personal representative during the administration of a decedent&rsquo;s estate. Participants will examine the executor&rsquo;s duties from initial appointment through final distribution, including identifying and managing estate assets, settling creditor claims, and administering distributions to beneficiaries. The course also reviews filing requirements for the decedent&rsquo;s final Form 1040, the estate&rsquo;s Form 1041, and the federal estate tax return, Form 706, along with the treatment of income in respect of a decedent (IRD) and basis adjustments. Participants will also examine IRS procedural requirements, including obtaining an EIN for the estate, responding to IRS notices, and recognizing potential audit risks. Emphasis is placed on practical estate administration procedures, executor liability considerations, and maintaining proper estate accounting records and documentation to support compliance with federal tax requirements.<meta charset="UTF-8" /></p>

<p dir="ltr"><strong>*Please Note:&nbsp; If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to terri.storer@acpen.com</strong></p>

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<br><b>Speakers:</b><br>Mary Jane Hourani, MM, EA<br><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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