Webinar

The Preparation of Forms 706 and 709: Understanding the Law

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

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A solid understanding of the laws governing estate and gift taxation is essential for tax professionals handling Forms 706 and 709. This course provides an in-depth analysis of the legal framework surrounding estate and gift taxes, including key regulations, IRS guidance, and court rulings. Participants will explore how estate and
gift tax rules interact, learn strategies for minimizing tax liabilities, and gain insight into compliance challenges. The course will also provide a thorough review of any new legislative changes introduced by the current administration and their implications for estate and gift tax planning.

• 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 kori.herrera@acpen.com

Major subjects

• Legal framework of estate and gift taxation
• IRS regulations and compliance requirements
• Portability, lifetime exemption, and tax minimization strategies
• Case law and IRS rulings affecting estate and gift tax planning
• Postmortem estate planning considerations
• Common legal pitfalls and how to avoid them
• Legislative updates and policy changes from the new administration

Learning objectives

• Legal framework of estate and gift taxation
• IRS regulations and compliance requirements
• Portability, lifetime exemption, and tax minimization strategies
• Case law and IRS rulings affecting estate and gift tax planning
• Postmortem estate planning considerations
• Common legal pitfalls and how to avoid them
• Legislative updates and policy changes from the new administration

Who should take this program?

• CPAs, EAs, and tax professionals 

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $99.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.