Webinar: Successfully Completing an Estate Tax Return -- Form 706
WS590 | Course | Advanced | Scheduled
Description
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Ne
Credits
| Number of Credits | Type of Credits |
|---|---|
| 2.00 | Taxes |
Designed For
Any tax practitioner who wishes to understand how to assist clients with filing a federal estate tax return
Prerequisites
Basic understanding of federal income and transfer taxes
Highlights
- Changes to the IRS Form 706
- How to successfully navigate the form
- The ins and outs of the “portability” rules, including how the rules actually work using common examples
- Income tax consequences
- How to avoid malpractice traps
- Overlooked GST issues
Objectives
- Understand how to navigate and successfully complete a simple federal estate tax return
Preparation
None
Notes
This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.
You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.
Prices
- Member (Early Bird)
- $99.00
- Non-Member (Early Bird)
- $99.00
- Member
- $99.00
- Non-Member
- $99.00