24WC-0046: Form 706 Preparation Part 3: Reporting Deductions (Webinar)

Monday, April 29, 2024
12:00pm - 2:00pm Central Time
2 CPE (2 technical)

This section of the 4-part series will cover fundamentals of Form 706 with numerous examples of how to properly report deductions on the estate tax return, including the marital and charitable deductions.

Major subjects

• How to report funeral and administrative expenses on Schedule J and/or L
• How to report debts, mortgages and liens on Schedule K
• Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions
• Charitable deduction Schedule O and potential problems

Learning objective(s)

• Determine the proper schedule for and reporting of deductions
• Recognize protective and perfected refund claims with estate tax
• Identify potential audit issues relative to deductions on 706

Who should take this program?

CPAs, attorneys, bankers, enrolled agents and professional staff

Fees

Standard Member Fee	$89.00
Standard Nonmember Fee	$119.00

Related programs

Apr. 30, 2024 | Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits | Webinar

Apr. 30, 2024 | Reviewing Individual Tax Returns: What Are You Missing? | Webinar

Dec. 11, 2024 | Federal Tax Update: Individuals (Form 1040) (Virtual) | Webinar

Dec. 17, 2024 | Reviewing Individual Tax Returns: What Are You Missing? (In-person) | Bloomington, MN

Jan. 16, 2025 | Preparing Individual Tax Returns for New Staff and Paraprofessionals (In-person) | Bloomington, MN

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