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Form 706 Preparation Part 1: Overview Including Portability 25-26

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$129.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 06/18/2025 from 11:00 am to 1:00 pm
 Tue, 08/12/2025 from 11:00 am to 1:00 pm
 Mon, 12/01/2025 from 11:00 am to 1:00 pm
 Wed, 04/29/2026 from 11:00 am to 1:00 pm
Designed For:

CPAs, attorneys, bankers, enrolled agents and professional staff.

Prerequisite:

Basic knowledge of trust and estate planning terminology.

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. Form 706 Series: Form 706 Preparation Part 1: Overview Including Portability Form 706 Preparation Part 2: Reporting Assets Form 706 Preparation Part 3: Reporting Deductions ?Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Overview

Sponsors

For Technical Support: 
Please contact the CalCPA Help Desk at (866) 928-8915, [email protected] . Allow 1 business day for email responses

Objectives

  • Determine how to prepare pages 1
  • 4 of the Form 706
  • Recognize the benefits of the team approach with the client's advisors to reduce risk
  • Identify how to present returns to minimize audit risk

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.