24WC-0030: Form 706 Preparation Part 2: Reporting Assets (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Wednesday, April 24, 2024
12:00pm - 2:00pm Central Time
2 CPE (2 technical)
This section of the 4-part series will cover basic form preparation of Form 706 and help participants develop a solid foundation in preparing the federal estate tax return. This section will cover running the engagement, administration issues and completion of pages 1-4 of the form, including portability election. For examples, worksheets and practice resources will be provided.
Major subjects
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Action steps in 706 preparation engagement
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Filing requirements, new forms, IRS return review procedures, closing letters
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Obtaining transcripts and previously filed returns
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Completing introductory pages 1 - 4
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Worksheets provided: Summary of Estate Plan
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Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Learning objective(s)
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Determine how to prepare pages 1-4 of the Form 706
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Recognize benefits of the team approach with client's advisors to reduce risk
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Identify how to present returns to minimize audit risk
Who should take this program?
CPAs, attorneys, bankers, enrolled agents and professional staff
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$119.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$89.00
|
 Standard Nonmember Fee |
$119.00
|
