In Person: How to Settle a Client's Estate (Virtual Speaker) | Mississippi Society of Certified Public Accountants

Wednesday, June 25, 2025 @ 8:30am – 4:30pm

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Description

Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests. This course enables the accountant to cut through the jargon to understand the legal concepts, communicate a real-world explanation to clients, and serve, in some instances, as an advisor to them. After taking this course, practitioners will feel more confident to serve in a fiduciary capacity. Updated for developments relative to estate taxation.

Credits

Category	Amount
Taxation	8.00

Would you prefer to receive printed materials in addition to electronic materials?

Yes

Links to the e-materials will be listed with your course registration in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available.

If you request printed materials, they will be available for pick up at the registration desk on the date of the class. The option to request printed materials is only available up to 5 business days prior to the course date. Walk-in registrants and those registering between 1 and 5 days before the course will be sent an electronic link to the e-materials by default. “Extra” printed course materials will not be available on site. Printed materials are not available for conferences.

Leaders

Don Cochran

Don has practiced law in both Iowa and Minnesota for over 40 years. He is currently in solo practice of law in Apple Valley, Minnesota, focusing on tax, estate planning, and small business organization and management. He was a CPA with the Small and Emerging Business practice of then-Big 8 accounting firm Touche Ross in Bloomington, Minnesota, and has served as the Vice President of Tax and CFO with various privately and publicly held companies. He also served as an advanced sales consultant with Securian Financial, Nationwide Financial, and Pacific Life Insurance Company's Annuity and Mutual Fund division, providing advanced planning support for financial advisors on topics of financial and estate planning for small to medium-size businesses and wealthy individuals.

Don is actively involved in continuing education and other seminars for financial professionals and accountants, on topics related to tax issues for individuals and small businesses; current financial planning and asset transfer; and preparing for and living through retirement. Don is much sought after as a presenter of CPE for seminars sponsored by state societies of CPAs, CPA firms, and other providers of continuing education for financial professionals, and is a featured speaker at several national tax conferences.

Don earned a Bachelor of Science in general science from the University of Iowa in Iowa City, Iowa, and graduated from the University of Iowa College of Law with his Juris Doctorate. In addition to being a licensed attorney in Minnesota and Iowa, he maintains his license as a certified public accountant. He also attained the designations of Certified Financial Planner and Certified Retirement Consultant.