Estates & Trusts – Personal Representatives: Preparing for Initial Visit

February 1, 2021 Category: News

You are named a Personal Representative for a deceased, what do you do now?

Nicole Rieker, CPA and Lana Kadoshnikov, CPA will go over obligations regarding final personal tax return filing and estate filing in this video. This will help prepare you when you meet with an accountant.

Click here: List of Documents to take to CPA

Disclaimer: “This webinar and the information contained in it are not directed to or intended for distribution or use by any person. The information presented on this webinar is collected, maintained and provided purely for the convenience of the attendee. We have made every attempt to ensure that the information contained in this webinar has been obtained from reliable sources and JCCS is not responsible for any errors, decisions or omissions of the information. The information on this site has been incorporated in good faith and it is only for general purpose. JCCS recommends you consult your tax advisor for specific guidance and application of the information presented in this webinar.”