Scheduled Times are Eastern Time Zone

Estate and Gift Taxation- Understanding the Issues

Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01410-19-O  02 Credits   Taxes   Art Werner
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Basic 

 

 

 

 

Course Description:

Tax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in preparing the federal estate tax return, Form 706; the federal gift tax return Form 709, and the decedent's final federal income tax return, Form 1040.

Objectives
To learn more above preparing Forms 706, 709 and 1040.

Major Topics

  • How to prepare a federal estate tax return (Form 706)How to prepare a federal gift tax return (Form 709)
  • Issues involved in the preparation of the decedent's final federal income tax return (Form 1040)
  • Various postmortem estate planning issues involved in the preparation of the above- mentioned tax returns
  • Complete understanding of estate and gift taxation

Event Properties

Event Date 12-12-2019 3:00 pm
Individual Price 49.00
Categories Federal Tax Updates,Moderated Webinars

Group Rate

#Registrants Rate/Person($)
5 45.05
10 41.10
20 37.15

Speakers

Art Werner