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22WA-3843: The Preparation of Form 706 and 709: Line-by-Line (Webinar)

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

Date Saturday, December 17, 2022
Time 10:00am - 1:45pm
Central Time
Location Online
CPE credits CPE 4.0
of study
Taxes - Technical (4.0)
4.0 IRS CE approved
Instructor Arthur Werner, JD, MS (Taxation)
Werner - Rocca Seminars, Ltd.
Standard Member Fee $129.00
Standard Nonmember Fee $129.00


Tax compliance issues in estate and gift taxation are sometimes confusing to practitioners because many lack experiences in this area. This course, the second part of a 2-part series (6 CPE hours in total), provides the practitioner with a "hands-on" understanding as to how to prepare both the Federal Form 706 (Estate Tax return) and the Federal Form 709 (Gift Tax return). The participants will be shown how to properly prepare these returns "line-by-line". Mastering this course will allow the practitioner to gain confidence in preparing these difficult tax returns.

Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to

Who should take this program?

CPAs, EAs, attorneys, and other tax professionals 

Major subjects

  • Overview of the Federal Form 706
  • Overview of the Federal Form 709
  • 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" Coordination of the various 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

Learning objective(s)

  • To provide a line-by-line understanding of the tax compliance issues in preparing the Federal Forms 706 and 709 so that the practitioner will able to successfully add this compliance are to their practice


Course code Code 22WA-3843
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Level Basic
Format Group Internet Based
Prerequisites Prereq. None

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

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