Preparing Form 706: Line by Line (scheduled webinar)

  • Credits: 2
  • Format: Scheduled "Live" Webinar
  • Field of Study: Federal Tax Update
  • Author/Speaker: Art Werner

Course ID: Advanced Preparation: Experience Level:
EWTFM-U-01494-20-O | 6233-CE-0227 None Overview
Published Date: Program Prerequisites: Other Course Formats:
© April 2020 General Understanding of Taxation OnDemand Webinar | Live Webinar

COURSE DESCRIPTION

This course provides you with a practical line-by-line understanding of how to prepare a federal estate tax return (Form 706). Tax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area.

Topics include:

  • How to prepare a federal estate tax return (Form 706)
  • How to prepare a federal gift tax return (Form 709)
  • A line-by-line understanding of both of the above tax returns
  • How to make various elections on Form 706
  • An understanding of the various attachments to the Federal Form 706 and Federal Form 709
  • How to avoid common mistakes that cause audit difficulties
  • How to properly express valuations of assets

Who Should Attend:

  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Tax Return Preparers (TRPs)

Qualifies and Approved with All State Boards of Accountancy and the following sponsorship’s:

NASBA
IRS
CTEC