Event Details

Preparing Form 706 - Line-by-Line (ACF70613)

Date:	Friday, December 8, 2017
Time:	11:00AM - 12:40PM (Registration at 10:30AM)
Facility:	Webcast or Webinar, Online
CPE Credit:	2.0 Technical Business
Instructor:	Arthur J. Werner
Vendor:	ACPEN
Course Level:	Update
Early Bird Price:	$79.00 FICPA Members, $109.00 Non-Members

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.

Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Objectives:

Identify the six major components of Form 706

Identify compliance issues

Recognize the importance of the information items and questions on Form 706

Understand proper asset valuation compliance

Understand proper deduction compliance

Understand tax calculation

Major Topics:

How to prepare a federal estate tax return (Form 706)

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 return

Complete understanding of estate and gift taxation

Who Should Attend:

CPAs, EAs, and attorneys

Prerequisite:

None

Advanced Preparation:

None

Session/Options

If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.

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