The Complete Guide to Preparing Forms 706 and 709

Description

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 above mentioned tax returns
  • Complete understanding of estate and gift taxation
Provider
Werner-Rocca
Course Level
Basic
Professional Area of Focus
Tax
CPE Field of Study
Taxes
8
Who Should Attend
CPAs, EAs, and attorneys
Instructor(s)
Anthony Rocca
Prerequisites

None

Advanced Preparation

None

Location
 
Loyola Graduate Center
2034 Greenspring Dr
Lutherville-Timonium, MD 21093 US
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When
Nov 20, 2019
8:00 am - 3:30 pm EDT
Location
Loyola Graduate Center
2034 Greenspring Dr
Lutherville-Timonium, MD 21093 US
Total CPE Credits
8
Format
In-Person
Instructor
Anthony Rocca

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Price includes $40 early registration discount(s) - expires 10/21/2019
Price increases to $320.00 on 10/22/2019

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Price includes $40 early registration discount(s) - expires 10/21/2019
Price increases to $420.00 on 10/22/2019
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The Complete Guide to Preparing Forms 706 and 709


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