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24WA-3125: The Preparation of Form 706 and 709: Line-by-Line (Webinar)

Thursday, June 20, 2024
9:00am - 12:40pm Central Time
4 CPE (4 technical)  |  4 IRS CE

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Alternate dates & more options

  • Saturday, June 29, 2024 - Webinar
  • Saturday, July 6, 2024 - Webinar
  • Tuesday, July 16, 2024 - Webinar
  • Tuesday, August 13, 2024 - Webinar
  • Monday, August 26, 2024 - Webinar
  • Thursday, September 12, 2024 - Webinar
  • Monday, September 23, 2024 - Webinar
  • Wednesday, October 9, 2024 - Webinar

Navigating the challenges of estate and gift taxation can be overwhelming for practitioners, especially those lacking extensive experience in this field. In this comprehensive course, participants will undergo a practical exploration through the preparation of the Federal Forms 706 and 709 - line by line. Through hands-on instruction, attendees will gain invaluable insights into the complexities of tax compliance, equipping them with the skills and confidence needed to seamlessly integrate estate and gift tax preparation into their practice.

With a focus on practical application, this course offers participants a unique opportunity to master the preparation of crucial tax returns, enhancing their professional expertise and strengthening client service offerings. From a detailed overview of the Federal Forms 706 and 709 to insights on complying with "Portability" and navigating postmortem estate planning issues, attendees will emerge with a newfound proficiency in estate and gift tax preparation, ready to excel in their practice.

  • 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

Major subjects

  • Federal Form 706: Overview and Preparation
  • Federal Form 709: Understanding and Compliance
  • Portability in Estate Tax Planning
  • Coordinating Issues for Decedent's Final Income Tax Return
  • Postmortem Estate Planning Strategies
  • Recent Legislative Changes: Impact on Estate and Gift Taxation
  • Integrating Tax Planning into Client Services

Learning objective(s)

  • Identify the key components of estate and gift taxation, including Form 706 and Form 709
  • Describe the process of preparing Federal Forms 706 and 709 in detail
  • Discuss the importance of understanding tax compliance issues in estate and gift planning
  • Explain the significance of "Portability" and its implications in estate tax preparation
  • Recognize various postmortem estate planning considerations relevant to tax returns
  • Summarize the nuances involved in coordinating issues for the decedent's final income tax return
  • Analyze different strategies for optimizing estate and gift tax outcome
  • Evaluate the impact of recent legislative changes on estate and gift taxation practices
  • Discuss practical approaches for integrating estate and gift tax planning into client services

Who should take this program?

CPAs, EAs, financial planners, attorneys


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
of study
of study
Taxes - Technical (4.0)
Level Basic
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
Receive a full refund if you cancel at least four business days before the event start date. Learn more
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