24WM-0012: Minnesota Estate Tax: Filing Rules, Planning Ideas and Form M706 (Webinar)
Tuesday, August 6, 2024
10:00am - 11:40am Central Time
2 CPE (2 technical)
Minnesota is one of the few states with an estate tax. You may be familiar with the federal estate tax return and planning strategies, but what about nuances particular to Minnesota? Join us for this specialized webinar and get specific insights on Minnesota's estate tax form (M706) and its filing requirements. Come away with planning ideas tailored to Minnesota residents and non-residents who have Minnesota assets.
Major subjects
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Qualified small business and farm property deduction -- what it is, who qualifies and how to report
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Prior year gifts made -- Minnesota’s treatment of gifts and three-year add-back
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Minnesota residents with non-Minnesota assets -- calculations and examples (tangibles and intangibles)
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Minnesota non-residents with Minnesota assets -- calculations and examples (tangibles and intangibles)
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Planning opportunities, before and after death, specific to Minnesota residents and Minnesota assets
Learning objective(s)
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Understand how Minnesota estate tax is calculated
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Prepare a Minnesota estate tax return
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Provide planning ideas to your clients
Who should take this program?
CPAs, accountants, attorneys, financial planners and estate planners
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$129.00
(Standard Nonmember Fee).
Members: Please
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to receive member fee.
|
Standard Member Fee |
$99.00
|
 Standard Nonmember Fee |
$129.00
|
