Course ID: 706X

The Complete Guide to Preparing Forms 706 and 709

Tax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in preparing the federal estate tax return, Form 706; the federal gift tax return, Form 709; and the decedent’s final federal income tax return, Form 1040.


Learning Objectives

Recognize the components of Federal Forms 706 and 709.


Major Topics

  • How to prepare a federal estate tax return (Form 706)
  • How to prepare a federal gift tax return (Form 709)
  • How to comply with “Portability”
  • Issues involved in the preparation of the decedent’s final federal income tax return (Form 1040)
  • Various postmortem estate planning issues involved in the preparation of the abovementioned tax returns
  • Complete understanding of estate and gift taxation

Who Should Attend

CPAs, EAs, and attorneys

Fields of Study

Taxes

Prerequisites

None


Provider

Werner-Rocca Seminars LTD

CPE Credits

8.0

Level

Basic

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.


Or, contact BLI: 888-481-3500 or learn@blionline.org
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