Mobile Edition


Preparing Form 709 - Line-by-Line (ACF70913)

 
Date:Friday, December 8, 2017
Time:1:00 PM - 2:40 PM
(Registration at 12:30PM)
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 major components of Form 709

  • Identify compliance issues

  • Recognize the importance of the information items and questions on Form 709

  • Understand proper asset valuation compliance

  • Understand split gift compliance

  • Understand tax calculation



    Major Topics:

  • 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



    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.