Webinar (CA): Assisting Survivors: CPA’s Role in the Decedent’s Estate


CPAs are comfortable dealing with one of the two certain things in life but are not necessarily ready to deal with other certainties aside from taxes and death. When a client dies, the CPA is most often placed in the position of assisting the survivors in handling all of the various issues of the decedent’s estate. This course looks at the various roles and issues a CPA will need to understand in assisting the survivors following a death.

Learning Objectives

• Counsel survivors regarding issues arising following the decedent’s passing
• Handle issues involved with dealing with trusts arising from the estate
• Handle estate/trust accounting under the applicable principal and income act
• Deal with post-death estate tax issues, including portability, disclaimers, and estate tax returns
• Recognize state income tax issues arising from an estate and related trusts
• Understand the exposures a CPA faces when advising survivors

Major Topics

• The key players in a decedent’s estate
• Steps and issues in the probate of the estate
• Administrative trusts (the post-death revocable living trust)
• Testamentary trusts (definition, funding issues, and so on)
• Estate accounting—your state’s Uniform Principal and Income Act
• Estate tax returns (federal and state)
• Income taxation of a decedent’s estate
• Identifying estated income tax deductions still allowed and no longer allowed after the Tax Cuts and Jobs Act
• State complications of estates—jurisdiction and taxation
• Assisting the survivors

California CPA Education Foundation
Course Level
CPE Field of Study
Who Should Attend

CPAs in public practice and those assisting with decedents’ estates. May also be suitable for public practice.

Timothy Dreyer

General tax knowledge.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Event Information
Sep 27, 2021
9:00 am - 12:30 pm MDT
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (CA): Assisting Survivors: CPA’s Role in the Decedent’s Estate

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