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24WA-0904: The Preparation of Forms 706 and 709: Line-by-Line (Webinar)

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

Saturday, June 1, 2024
11:00am - 2:45pm Central Time
4 CPE (4 technical)  |  4 IRS CE

Alternate dates & more options

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 leighanne.conroy@acpen.com.

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)

  • Understand tax compliance issues in preparing the Federal Forms 706 and 709 to successfully add this compliance area to a practice

Who should take this program?

CPAs, EAs, attorneys, and other tax professionals 

Fees

Our records indicate you are a nonmember. If you register, you will be charged $129.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $129.00
checkmark Standard Nonmember Fee $129.00

More program information

Instructor Arthur Werner, JD, MS (Taxation)
Location Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (4.0)
Level Basic
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
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.