Form 706 Preparation Part 3: Reporting Deductions
Monday, April 28, 2025
Noon-2 p.m. Central
2 CPE (2 technical)
Course code: 25WC-0050
View pricing
This section of the 4-part series will cover fundamentals of Form 706 with numerous examples of how to properly report deductions on the estate tax return, including the marital and charitable deductions.
Major subjects
-
How to report funeral and administrative expenses on Schedule J and/or L
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How to report debts, mortgages and liens on Schedule K
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Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions
-
Charitable deduction Schedule O and potential problems
Learning objectives
-
Determine the proper schedule for and reporting of deductions
-
Recognize protective and perfected refund claims with estate tax
-
Identify potential audit issues relative to deductions on 706
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
Intermediate
Format
Group Internet Based
Sponsor
NASBA ID#: 104822
Prerequisites
Prereq.
Completion of Form 706 Preparation Parts 1 and 2
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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