Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar)

Code: WSF70606

Date Friday, February 7, 2020
Time 12:00PM - 2:00 PM
Central Time
Location Online
CPE credits CPE 2.0
Specialty
credits
2.0 IRS CE approved
Field(s)
of study
Taxes - Technical (2.0)
Instructor Robert Keebler, CPA/PFS, MST, AEP
Keebler & Associates, LLP
Fees
Standard member fee $89.00
checkmarkStandard nonmember fee $89.00

Members: Please log in to receive member fee.

Description

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

Major subjects

  • 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

Learning objective(s)

  • How to navigate and successfully complete a simple federal estate tax return

Notes:

Course code Code WSF70606
Sponsor Surgent
NASBA ID#: 103212
Level Advanced
Format Group Internet Based
Prerequisites Prereq. Basic understanding federal income and transfer taxes
Advance
prep
None