IRC Section 1031 Tax Deferred Exchanges
Dyna Reum
Estate and trust administration is a growing part of a CPA’s practice. The CPA should understand the process and implications of estate and trust administration. This course focuses on the CPA’s role as a key member of the administration team.ObjectiveAt the end of this course, you will be able to:• Discuss how to better advise your clients to better position themselves with the administration of their estates and trustsCourse OutlineEstate settlement issuesCollection and accounting of assetsDetermining the legitimacy of debts and creditorsPayment of creditorsDistribution issuesProbate issuesWill contestsInventory of assetsFiduciary dutiesRights of creditors, third parties, and beneficiariesFederal estate tax issuesState death tax issuesAncillary estate administration issuesFiduciary accounting issuesSpecial issues regarding trusts
About this course
IRC Section 1031 Tax Deferred Exchanges
Credits & Accreditation
NASBA Sponsorship and Compliance Statement
IRS CE Provider #: QQTMI
NASBA Sponsor #: 143337
IRS Course ID: QQTMI-T-00431-24-O
Asterid Group Inc. (dba CPE Warehouse) (Sponsor Id#: 143337) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
2 hours Live Webinar
2 credits NASBA and IRS
Basic Learning level
Delivery method Group Internet based
No prerequisites
Instructor
Dyna Reum- Payroll Instructor
Dyna Reum- Payroll Instructor
Dayna is currently the Director of Payroll Operations at Ann & Robert H. Lurie Children's Hospital of Chicago. Dayna has been heavily involved in the payroll field over 17 years. Starting as a payroll clerk at a small Tucson company, Dayna moved on to be a Payroll Team Leader at Honeywell Inc. During her tenure at Honeywell she obtained her FPC (Fundamental Payroll Certification) through the American Payroll Association. She also received several merit awards for Customer Service and Acquisitions and Divestitures. Dayna is no stranger to teaching she has taught at the Metro Phoenix American Payroll Association meetings and at the Arizona State Payroll Conference. Topics including Payroll Basics, Global/Cultural Awareness, Immigration Basics for the Payroll Professional, Multi-State and Local Taxation and Quality Control for Payroll, International and Canadian payroll. Dayna has her CPP (Certified Payroll Professional) through the APA. She also serves on the National American Payroll Association on the National Strategic Leadership Task Force, Government Affairs Task Force (PA Local tax subcommittee). Dayna has received a Citation of Merit for her service along with being a Gold Pin member of the APA. Besides her payroll accomplishments, Dayna is certified in HR hiring and firing practices and is a Six-Sigma Greenbelt.