Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar)
Space is available, but online registration has closed. Please call 952-831-2707 to register.
Friday, January 24, 2020
2.0 IRS CE approved
Taxes - Technical (2.0)
, CPA/PFS, MST, AEP
Keebler & Associates, LLP
Standard member fee
Standard nonmember fee
to receive member fee.
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding an affordable, competent specialist who you trust to work with you and your client may be difficult. Learning the basics of the tax and how to complete the form will give you confidence to help your clients navigate that difficult time.
Who should take this program?
Any tax practitioner who wishes to understand how to assist clients with filing a federal estate tax return
Changes to the IRS Form 706
How to successfully navigate the form
The ins and outs of the "portability" rules, including how the rules actually work using common examples
Income tax consequences
How to avoid malpractice traps
Overlooked GST issues
How to navigate and successfully complete a simple federal estate tax return
NASBA ID#: 103212
Group Internet Based
Basic understanding federal income and transfer taxes