Registration: 8:00 AM EDT
CPAs are comfortable dealing with one of the two certain things in life, but are not
necessarily ready to deal with other certainty 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.
CPAs in public practice and those assisting with decedents’ estates. May also be
suitable for public practice.
Tim Dreyer has a 44-year career in tax, law, finance, and leadership. He served in top level positions in five IRS functions – Counsel, Appeals, Examination, Collection and the Taxpayer Advocate’s Office. After his retirement, he pursued another 17-year profession as a Subject Matter Expert and Director in PricewaterhouseCoopers’ Washington National Tax Service.
Tim has worked with over 100 of 500 companies, including 11 of the top 20. He has also worked with businesses and high-wealth individuals in more than 25 countries on six continents. He has extensive planning, advisory and consulting experience involving tax, finance, and valuation.
Tim has attended and taught thousands of hours of CPE, CLE, and undergraduate and graduate courses during his career. He has also taught law, finance, tax and ethics at three universities for over 20 years.
Tim holds a B.A. in Economics, a J.D. in Law and completed graduate studies in Finance and Tax. He is a licensed attorney.
This event has been cancelled.
$289.00 - Member
$389.00 - Non Member
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