Minnesota Estate Tax: Filing Rules, Planning Ideas and Form M706
Tuesday, Aug. 5, 2025
10-11:40 a.m. Central
2 CPE (2 technical)
Course code: 25WM-0016
View pricing
Minnesota is one of the few states with an estate tax. Because of that, accountants that have clients in Minnesota, or clients that are non-residents but have Minnesota assets, have the opportunity to provide value add ideas to clients around estate tax planning. Join us for this specialized webinar and get specific insights on Minnesota's estate tax form (M706) and its filing requirements. Discuss aspects to watch for and planning opportunities to bring your clients.
Major subjects
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Qualified small business and farm property deduction -- what it is, who qualifies and how to report
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Prior year gifts made Minnesota's treatment of gifts and three-year add-back
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Calculations and examples (tangibles and intangibles) for Minnesota residents with non-Minnesota assets and vice versa
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Planning opportunities, before and after death, specific to Minnesota residents and Minnesota assets
Learning objectives
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Understand how Minnesota estate tax is calculated for residents and non-residents
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Learn to prepare a Minnesota estate tax return
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Identify ways to provide planning ideas to your clients
Who should take this program?
- CPAs, accountants, attorneys, financial planners and estate planners
Pricing
|
Standard Member Fee |
$99.00
|
 Standard Nonmember Fee |
$129.00
|
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