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Executor Essentials: Estate and Income Tax Obligations

Business

Executor Essentials: Estate and Income Tax Obligations

Course 40756A · 2 hrs · CPA

Taxes are often the most complex part of estate administration, and executors need a clear understanding of their filing obligations. This course covers the full tax picture: final income tax returns, estate income, federal and state estate taxes, and the marital deduction for assets passing to a surviving spouse. It also addresses how to determine which state's tax laws apply. For CPAs and tax professionals, this course directly supports the advisory and compliance work they perform for estate clients and executor clients alike.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA
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NASBA Area: Finance

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Executor Essentials: Estate and Income Tax Obligations
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