The Complete Guide to Preparing Form 706


July 31, 2019


Arthur Werner

  1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 240 Minutes

* Not able to attend the live session? We can arrange an on-demand session for You. Please call 1-951-801-2324


Tax compliance issues at death are sometimes confusing to practitioners because many lack experiences in this area. This four-hour CPE webinar addresses the preparation of IRS Form 706, the U.S. Federal Estate Tax Return. This form is a complicated return to prepare, running more than 25 pages with more than 15 schedules.

Objective :  

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

  • Recognize the basic concepts and issues of estate taxation
  • Recognize the components of Federal Form 706 
  • Identify how to determine estate tax liability

Highlights :  

  • 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 returns   
  • Complete understanding of estate and gift taxation  

Who Will Benefit :

  • CPA's
  • Enrolled Agents
  • Tax Attorneys
  • Other Tax Professionals who advise clients on tax, retirement and estate planning, and other wealth management matters.