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
Upon completion of this seminar, participants will be able to:
Understand more above preparing Forms 706, 709 and 1040
Major Topics
How to prepare a federal estate tax return (Form 706)
How to prepared a federal gift tax return (Form 709)
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