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Form 706 Preparation Part 3: Reporting Deductions 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.
 Fri, 06/20/2025 from 11:00 am to 1:00 pm
 Wed, 08/13/2025 from 11:00 am to 1:00 pm
 Tue, 12/02/2025 from 11:00 am to 1:00 pm
 Thu, 04/30/2026 from 11:00 am to 1:00 pm
Designed For:

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

Prerequisite:

Completion of Form 706 Preparation Parts 1 and 2

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. 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: Intermediate

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 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

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.