Surgent's Successfully Completing an Estate Tax Return -- Form 706
Overview
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding an affordable, competent specialist who you trust to work with you and your client may be difficult. Learning the basics of the tax and how to complete the form will give you confidence to help your clients navigate that difficult time.
Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Advanced
This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Highlights
- Changes to the IRS Form 706
- How to successfully navigate the form
- The ins and outs of the “portability” rules, including how the rules actually work using common examples
- Income tax consequences
- How to avoid malpractice traps
- Overlooked GST issues
Prerequisites
Basic understanding of federal income and transfer taxes
Designed For
Any tax practitioner who wishes to understand how to assist clients with filing a federal estate tax return
Objectives
- Understand how to navigate and successfully complete a simple federal estate tax return
Preparation
None
Leader(s):
Leader Bios
Robert Keebler, Virchow, Krause & Co., LLP
Robert S. Keebler, CPA, MST is a shareholder in charge of the Schumaker Romenesko & Associates, S.C. Family Wealth Preservation Team in Green Bay, Wis. His practice includes family wealth transfer and preservation planning, retirement planning, charitable giving and succession planning. Keebler has taught for the AICPA, the Wisconsin Bar Association, the Wisconsin Institute of CPAs and numerous other state and national groups. He is a member of the AICPA, the WICPA, the Green Bay Estate Planning Council, and the Planned Giving Board at Lakeland College. In addition to authoring the AICPA’s new book he is the author of PPC’s publication Guide to Retirement Plan Distributions, and a contributing author to Matthew Bender’s The Estate Tax Freeze - Tools and Techniques.
Non-Member Price $104.00
Member Price $99.00