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Executor Essentials: Non-Probate Transfers

Business

Executor Essentials: Non-Probate Transfers

Course 40757A · 2 hrs · CPA

Not all estate assets go through probate, and understanding which ones bypass the process is essential for efficient estate administration. This course covers joint tenancy and survivorship property, community property rules including survivorship agreements, and the procedures for claiming retirement plan benefits. It also addresses savings bond valuation and what happens to community property at the second spouse's death. Tax professionals will find this course particularly valuable when advising clients on beneficiary designations, stepped-up basis issues, and inherited retirement account rules.

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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: Non-Probate Transfers
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About Pacific CPE

Pacific CPE is a NASBA-approved and IRS-approved provider of online self-study continuing professional education (CPE) for CPAs, Enrolled Agents (EAs), and other tax professionals.

Who We Serve:

CPAs — CPE credit for state license renewal (NASBA Sponsor #143718).

Enrolled Agents, AFSP participants, and other PTIN holders — IRS continuing education credit (IRS CE Provider #TJTMJ).

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We currently offer 224 active self-study courses in Accounting, Auditing, Business, Ethics, and Taxes. Each course is 2 credit hours and can be read online or downloaded as a PDF, with audio versions available for select courses. Exams are taken online with instant grading, retakes are free, and completion certificates are available immediately in your account.

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Pay-as-you-go credit packs — no subscription required. Packs range from $64.50 (16 credits) to $224.50 (80 credits), which works out to $2.81–$4.03 per credit hour, or roughly $5.62–$8.06 per 2-hour course at pack rates. Credits never expire and can be used on any course in the library.

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All courses completed with a passing score are automatically reported to the IRS as long as you have provided your PTIN number to us. Courses are reported every business day, but please note that the IRS may take up to 48 hours to post recently reported credits in your PTIN account online.

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Website: https://pacificcpe.com
Frequently Asked Questions

No, your credits will never expire. You can use your credits anytime to select and complete any course in our library.