Estate and Gift Taxation- Understanding the Issues

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