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20WS-0119: Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Thursday, May 7, 2020
12:00pm - 2:00pm Central Time
2 CPE (2 technical)  |  2 IRS CE

Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding an affordable, competent specialist who you trust to work with you and your client may be difficult. Learning the basics of the tax and how to complete the form will give you confidence to help your clients navigate that difficult time.

Major subjects

  • 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

Learning objective(s)

  • How to navigate and successfully complete a simple federal estate tax return

Who should take this program?

Any tax practitioner who wishes to understand how to assist clients with filing a federal estate tax return

Fees

Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $89.00
checkmark Standard Nonmember Fee $89.00

More program information

Instructor Robert Keebler, CPA/PFS, MST, AEP (Distinguished)
Location Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (2.0)
Level Advanced
Format Group Internet Based
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. Basic understanding federal income and transfer taxes
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.