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Basic Estate Administration for CPAs & FAs



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Recording and Slides are Available Here


Some CPAs & FA’s might focus on estate administration; however, it is thrust upon many more. This course provides an overview regarding how you can help to administer an estate. It includes a checklist of tasks and an overview of what each entails. The course includes minor points such as what information you’ll need to collect and when to get an EIN and substantial discussion of major points which includes:

  • Legal Principles and Definitions,
  • Working Closely with Legal Counsel,
  • Property Law Concepts,
  • Complex Community Property Issues,
  • Filing special forms: Form SS-4, Form 56, Form 4810, Form 5495,
  • Executor Checklist,
  • Developing an Inventory and Estate Accounting(s)
  • Allocating Income between Form 1040 and Form 1041
  • Filing your client’s final Form 1040,
  • The basics of filing a Form 1041 for an estate or non-grantor trust,
  • Filing a final Form 709,
  • The basics of filing Form 706,
  • Understanding 706 Elections,
  • Understanding Estate Valuations including GST and Portability,
  • Special Considerations for IRAs and ERISA Plans,
  • When to make Section 454 Elections,
  • When to make Section 754 Elections,
  • Understanding the fine points of basis,
  • S-Corp Issues,
  • Partnership and LLC considerations,
  • Passive Loss Carryforwards and Estates,
  • Fiscal Year Elections,
  • 65 Day Election for Trusts and Estates,
  • Tax Aspects of Pecuniary and Specific Bequests


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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning, and a member of CCH's Financial and Estate Planning Advisory Board. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals. In the past 20 years, he has received over 250 favorable private letter rulings including several key rulings of """"first impression."""" Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms. Mr. Keebler is the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - """"Family Tax Planning Forum,"""" Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning. Robert.Keebler@KeeblerandAssociates.com


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