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706 Preparation and Planning Part 3: Debts of Decedent

Sidney Kess and Barbara Weltman

The third course in this series reviews the preparation of Schedules J, K and L, which are used to report expenses, debts and losses of the estate.

Topics covered that relate to Schedule J include funeral expenses and other miscellaneous expenses (e.g., selling expenses, interest). The content related to Schedule K and L covers:

  • debts of the decedent and mortgages and liens
  • unsecured debts
  • secured debts
  • net losses during administration and expenses incurred in administering property not subject to claims
Course Details
Price:  $24.00
Field of Study:  Taxes
Prerequisites:  706 Part 2: Property of the Decedent, or equivalent knowledge
Level:  Intermediate
CTEC course number:  1075-CE-6103
Course was last updated on:  07/05/06
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Library:

Technical Requirements:
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Credit Available For: Units
CPE 2 CPE
QAS 2 CPE
CFP® (Accepted by the CFP Board) 2 CPE
Enrolled Agent (Accepted by the IRS) 2 CPE
CTEC Federal 2 CE

Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.

CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

User Reviews
Reviewer: Rebecca P. submitted on 08/28/2009
Practice pointers
Reviewer: GLENN H. submitted on 01/25/2008
Pointers
Reviewer: Daisy H. submitted on 10/19/2006
The practice pointers because there is a lot of changes made through various court decisions.
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