[WEB] The Complete Guide to Preparing Forms 706 and 709
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.
Highlights
- How to prepare a federal estate tax return (Form 706)
- How to prepare a federal gift tax return (Form 709)
- How to comply with "Portability"
- 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
Objectives
- Recognize the components of Federal Forms 706 and 709
Designed For
CPAs, EAs, and attorneys
Registration for this course has passed.
Course Pricing
|
Early Registration Member Fee
Applicable if you are a HSCPA member in good standing and register by September 21, 2022. |
$150.00 |
|---|---|
|
Member Fee
Applicable if you are a HSCPA member in good standing. |
$200.00 |
|
Early Registration Non-Member Fee
Applicable if you are not a HSCPA and register by September 21, 2022. |
$300.00 |
|
Non-Member Fee
Applicable if you are not a HSCPA member. |
$350.00 |
| Your Price | $350.00 |
CPE Choice
Learn more about CPE Choice.
This course does not qualify for CPE Choice.
