Courses

Surgent's Successfully Completing an Estate Tax Return -- Form 706

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Member Price: $99.00 Non-Member Price: $129.00

Date/Time:: Apr 25, 2025, 1:00pm–3:00pm
Developer:: SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:: Taxes: 2.00
Fields of Study:: Taxes
Level:: Advanced

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.

Objective

Understand how to navigate and successfully complete a simple federal estate tax return

Highlights

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

Designed For

Any tax practitioner who wishes to understand how to assist clients with filing a federal estate tax return

Prerequisite

Basic understanding of federal income and transfer taxes

Advanced Preparation

None