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Inland Empire Chapter - Now That the Client Has Died - What is the Tax Professional's Role in Settling the Client's Estate or Trust
Doubletree Hotel Claremont
555 W. Foothill Blvd.
Claremont, CA 91711
USA
(909) 626-2411

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Wednesday, May 16, 2018, 5:30 PM - 9:00 PM PDT
Category: Chapter Meetings

Now That the Client Has Died - What is the Tax Professional's Role
in Settling the Client's Estate or Trust

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Date/Time:

May 16, 2018
5:30 PM Sign-In
6:00 PM General Meeting
7:00 PM - 9:00 PM Speaker

Location:

DoubleTree Hotel Claremont
555 West Foothill Blvd
Claremont, CA 91711

Description:

As tax professionals we spend a lot of time determining just how certain taxes are and how to assist our clients in navigating the treacherous waters of the US tax code. This class will explore the first half of Benjamin Franklin’s statement, that death is the other certain factor. Most of us have dealt with, and all of us will deal with the death of a loved one or of a client. As a tax professional, there are certain responsibilities that must be undertaken, ethically, to assist the client’s survivors to settle the affairs of a deceased client.

This class will help you understand what should be done and what must be done as a tax professional and the boundaries within which you must work to carry out your ethical obligation to your clients and their survivors.

This class will start with the basics and quickly move into intermediate details involving the tax professional’s responsibilities regarding trust administration and estate settlement.

Presenter(s):

Gary Quackenbush, Esq.

Cost:

$35 Members who call in by May 12, 2018
$50 Members who call in after the May 12, 2018 Deadline
$50 Non-Members and all Walk-Ins

Cancellation Policy: In the unlikely event that you made a reservation and ARE UNABLE TO ATTEND please call 909.575.1066 again and cancel your reservation. Our chapter has to pay for all dinners ordered whether eaten or not. The deadline to cancel a reservation is Saturday, May 12, 2018 at 11:59 PM. If not cancelled by that date, you will be billed for the cost. 

Registration:

Please call 909.575.1066 to make a reservation. 

Menu:

  • House Salad with Ranch & Italian Dressings, French Rolls and Butter
  • Main Menu
    • Braised Boneless Beef Short Rib
      • Chef's Choice of Starch
      • Chef's Choice of Vegetable
    • Potato Lasagna with Grilled Vegetable, Tomato Basil Sauce and Asiago Cheede
      • Chef's Choice of Accompaniments
    • Coffee, Ice Tea
    • Chef's Choice Dessert 

CEUs:

1 California Hour
1 Federal Tax Law Hour

IRS: 18QC1-T-00957-18-I
CTEC: 1000-CE-4334

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.


Contact: 909-575-1066