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Death... and Taxes Online - Part 1: Take on executor roles at your peril!

Thursday, 28 May 2020 - 11:00 AM to
Thursday, 28 May 2020 - 12:00 PM
Event Coordinator: MegHely@taxinstitute.com.au
     

Registration Time:

Member Price: $70.00

Non Member Price: $90.00

CPD hours:1.00

Part 1: Take on executor roles at your peril!
The risk of being an executor can often be underestimated. As a trusted adviser, clients will often want you to act as their executor. But should you? Don’t accept until you have attended this session where we will explore the obligations and risk profile of an accountant and other professionals taking on the role of executor, including:
– Risks? What risks?
– Does my professional insurance cover me if I accept an appointment as an executor?
– Can I charge for my work?
– What can I do to limit personal exposure?