Course ID: 706X

The Complete Gudie to Preparaing 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 prqactical 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.


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 above-mentioned tax returns
  • Complete understanding of estate and gift taxation

DESIGNED FOR
CPAs, EAs, attorneys, bankers

PREREQUISITES
None

CPE CREDITS
8.0

LEVEL
Basic

This course is available to be scheduled as:

Group Live
 

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