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  2020

2020 Death... and Taxes Part 1: Take on executor roles at your peril!

Source: QLD

Published Date: 28 May 2020

 
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 explored 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?

Take on executor roles at your peril!

Author(s): Karen Gaston
Materials from this session:

Details

  • Published On:28 May 2020
  • Took place at:Online

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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