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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 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.

Learning Objectives
  1. Upon completion of this seminar, participants will be able to:
  2. Understand more above preparing Forms 706, 709 and 1040
Major Topics
  1. How to prepare a federal estate tax return (Form 706)
  2. How to prepared a federal gift tax return (Form 709)
  3. Issues involved in the preparation of the decedent's final federal income tax return (Form 1040)
  4. Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns
  5. Complete understanding of estate and gift taxation
Course Level
Basic
Professional Area of Focus
Personal Financial Planning
Tax
CPE Field of Study
Taxes
8
Who Should Attend

CPAs, EAs, attorneys, bankers

Instructor(s)
Arthur Werner
Prerequisites
None
Advanced Preparation
Location
 
MACPA Columbia Center
10280 Old Columbia Rd
Columbia, MD 21046 US
View in Google Maps
Event Information
When
Aug 17, 2016
8:00 am - 3:30 pm EST
Location
MACPA Columbia Center
10280 Old Columbia Rd
Columbia, MD 21046 US
Total CPE Credits
8
Format
In-Person

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$ (% off)
$295.00

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$395.00
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The Complete Guide to Preparing Forms 706 and 709


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