Final Accountings and Tax Returns: A Quick Guide to Estate Closings

National Business Institute
Training overview
Professional Course
1.5 hours
From 229 USD

Start dates
229 USD
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Course description

Final Accountings and Tax Returns: A Quick Guide to Estate Closings

The final accounting is the ultimate record of the executor;s work administering the estate. Until it is balanced, the estate cannot be closed. This summary walks you through the essential elements of the final accounting and tax returns and outlines the key steps of the estate closing.

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Training content

  1. Estate Closing Process and Tasks Step by Step
  2. Key Elements of the Final Accounting
  3. Final Tax Returns: Forms, Procedures, Issues
  4. Obtaining Beneficiary Consent
  5. Personal Representative Compensation and Discharge

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About NBI

National Business Institute

At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...

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National Business Institute

1218 McCann Dr
54720 Altoona WI

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