The Complete Guide to Preparing Forms 706 and 709 (706X) 39

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

At the end of this course you will be able to:
• 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

Provider
Maryland Association of CPAs
Course Level
Basic
Professional Area of Focus
Tax
Taxation
CPE Field of Study
Taxes
8
Who Should Attend

CPAs, EAs, and attorneys

Instructor(s)
Arthur Werner
Prerequisites

None

Advanced Preparation

None

Location
Live – Online Webcast
Event Information
When
Nov 15, 2022
8:00 am - 3:30 pm EDT
Location
Live – Online Webcast
Total CPE Credits
8
Format
Live Webcast

MEMBER


$ (% off)
$295.00

NON-MEMBER


$ (% off)
$395.00
Become A Member

Register for this Event

The Complete Guide to Preparing Forms 706 and 709 (706X) 39


Loading
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×