24WC-0046: Form 706 Preparation Part 3: Reporting Deductions (Webinar)
Monday, April 29, 2024
12:00pm - 2:00pm Central Time
2 CPE (2 technical)
This section of the 4-part series will cover fundamentals of Form 706 with numerous examples of how to properly report deductions on the estate tax return, including the marital and charitable deductions.
Major subjects
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How to report funeral and administrative expenses on Schedule J and/or L
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How to report debts, mortgages and liens on Schedule K
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Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions
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Charitable deduction Schedule O and potential problems
Learning objective(s)
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Determine the proper schedule for and reporting of deductions
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Recognize protective and perfected refund claims with estate tax
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Identify potential audit issues relative to deductions on 706
Who should take this program?
CPAs, attorneys, bankers, enrolled agents and professional staff
Fees
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