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Decedents and Estates CPE Training Course


Course Title: Decedents and Estates
Course Version: 4.0
Video Lessons: 33
Subject: Taxes
Online (Single Course): $50 |   
Online (All Courses): Access ALL courses. One price. | 
Multi-User: Need to train multiple people? | 
CPE Credits: CPAs (3) Verify | Enrolled Agents and OTRPs (3)

Course Description

After the death of a taxpayer, the IRS requires that a final income tax return be filed, and that any taxes due are paid on behalf of the decedent.  This video course will examine the federal tax implications related to the death of a taxpayer. By the end of this course, you should understand the role of a personal representative for an estate, the decedent’s final tax return, the tax return for an estate, distributions to beneficiaries, the termination of an estate and much more. Your instructor will use practical, hypothetical real-world examples to further examine these topics and test your knowledge of the most recent tax laws as they apply to deceased taxpayers.

Watch, listen and learn as your expert instructor guides you through each lesson step-by-step. During this media-rich learning experience, you will see and hear each lesson just as if your instructor were there with you. Reinforce your learning with the text of our course transcript.

We have incorporated years of classroom training experience and teaching techniques to develop an easy-to-use course that you can customize to meet your personal learning needs. Simply launch the easy-to-use interface, click to start a video lesson or open the transcript and you’re on your way to mastering decedents and estates.


Course Syllabus

Select any of the video lessons markedfreeto view them in a new window.

CHAPTER 1- Introduction to Decedents and Estates
Lesson 1.1- Chapter One Learning Objectives and Key Terms
Lesson 1.2- Introductory Concepts
Lesson 1.3- The Personal Representative
CHAPTER 2- IRS Forms and Filing
Lesson 2.1- Chapter Two Learning Objectives and Key Terms
Lesson 2.2- IRS Form 56 free
Lesson 2.3- Final Income Tax Return for a Decedent free
Lesson 2.4- Completing IRS Form 1040
Lesson 2.5- Filing IRS Form 1040
Lesson 2.6- Filing a Final Joint Return
Lesson 2.7- Income to Include
Lesson 2.8- Exemptions and Deductions
Lesson 2.9- Refunds
Lesson 2.10- Tax Credits
Lesson 2.11- Other Taxes and Payments
Lesson 2.12- Tax Relief for Members of the Armed Forces and Astronauts
Lesson 2.13- Military and Terrorist Actions
CHAPTER 3- Income Tax Return for an Estate
Lesson 3.1- Chapter Three Learning Objectives and Key Terms
Lesson 3.2- Income Tax Return for an Estate
Lesson 3.3- Form 1041 Filing Instructions and Requirements
Lesson 3.4- Schedule K-1 (Form 1041)
Lesson 3.5- Income to Include
Lesson 3.6- Exemptions and Deductions
Lesson 3.7- Credits, Payments, and Other Taxes
Lesson 3.8- Filing Form 1041
CHAPTER 4- Distributions to Beneficiaries 
Lesson 4.1- Chapter Four Learning Objectives and Key Terms
Lesson 4.2- Currently-Distributed Income
Lesson 4.3- Other Amounts Distributed
Lesson 4.4- Reporting Estate Income
Lesson 4.5- Bequest
Lesson 4.6- Termination of the Estate
Lesson 4.7- Estate Tax
Lesson 4.8- Further Reading
Lesson 4.9- Conclusion

Decedents and Estates CPE Training Course Overview

Course includes all video lessons and the instructor’s course transcript, a practice exam with evaluative feedback (find out why your answers are right or wrong), your final exam submission, and a course certificate of completion. The Decedents and Estates CPE training course qualifies for continuing education credit for CPAs (Certified Public Accountants) in certain states, Enrolled Agents (EAs) and Other Tax Return Preparers (OTRPs) nation-wide.

At TeachUcomp, Inc., you choose how you want your training delivered.

Online subscriptions offer the most flexibility and value. With online training, you can access your courses anytime and anywhere you have an internet connection (including all new releases and updates). Your subscription grants you instant access to ALL of our courses for one low price. There are no contracts and you can cancel at any time. You may choose between a monthly or annual plan.

Courses are also available individually via one year online for a one-time charge.




TeachUcomp, Inc. is registered with the National Association of State Board 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:






TeachUcomp, Inc. is an Approved Continuing Education Provider for Enrolled Agents (EAs) and Other Tax Return Preparers (OTRPs) nation-wide. We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6 (g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.