Form 706 Preparation Part 1: Overview Including Portability
Monday, April 21, 2025
Noon-2 p.m. Central
2 CPE (2 technical)
Course code: 25WC-0018
View pricing
This section of the 4-part series will cover basic form preparation of Form 706 and help participants develop a solid foundation in preparing the federal estate tax return. This section will cover running the engagement, administration issues and completion of pages 1-4 of the form, including portability election. For examples, worksheets and practice resources will be provided.
Major subjects
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Action steps in 706 preparation engagement
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Filing requirements, new forms, IRS return review procedures, closing letters
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Obtaining transcripts and previously filed returns
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Completing introductory pages 1--4
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Worksheets provided: Summary of Estate Plan
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Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Learning objectives
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Determine how to prepare pages 1--4 of the Form 706
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Recognize the benefits of the team approach with the client's advisors to reduce risk
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Identify how to present returns to minimize audit risk
Who should take this program?
- CPAs, attorneys, bankers, enrolled agents and professional staff.
Pricing
|
Standard Member Fee |
$89.00
|
 Standard Nonmember Fee |
$119.00
|
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Instructor
Donita Joseph, CPA, MBT
Location
Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (2.0)
Level
Overview
Format
Group Internet Based
Sponsor
NASBA ID#: 104822
Prerequisites
Prereq.
Basic knowledge of trust and estate planning terminology.
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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