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The Preparation of Form 706 - Line-by-Line

 Various
 
3.0
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.
 Sat, 07/05/2025 from 10:00 am to 1:00 pm
 Sat, 07/19/2025 from 11:00 am to 2:00 pm
 Tue, 08/05/2025 from 10:00 am to 1:00 pm
 Sat, 08/23/2025 from 1:00 pm to 4:00 pm
 Fri, 09/05/2025 from 10:00 am to 1:00 pm
 Sat, 09/20/2025 from 11:00 am to 2:00 pm
 Thu, 10/23/2025 from 1:00 pm to 4:00 pm
 Wed, 11/05/2025 from 10:00 am to 1:00 pm
 Sat, 11/15/2025 from 11:00 am to 2:00 pm
 Fri, 12/05/2025 from 10:00 am to 1:00 pm
Designed For:

CPAs, EAs, and tax professionals

Prerequisite:

None

Preparing Form 706 requires a detailed understanding of estate taxation, valuation rules, and compliance requirements. This course provides a step-by-step breakdown of Form 706, helping tax professionals accurately report estate taxes while ensuring compliance with IRS regulations. Participants will explore key components, including gross estate calculations, deductions, tax computation, and portability elections. With real-world examples and practical guidance, attendees will gain confidence in preparing Form 706, even in complex scenarios. This course will also cover any recent legislative changes introduced by the new administration and their impact on estate tax planning and compliance.

*Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to [email protected]

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

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

Objectives

  • Identify the key sections of Form 706 and their purpose.
  • Accurately report estate assets and deductions.
  • Analyze the impact of portability elections on estate tax.
  • Determine tax liability and apply relevant tax credits.
  • Evaluate the requirements for filing and payment deadlines.
  • Discuss estate valuation techniques and compliance issues.
  • Address common errors and audit triggers in estate tax returns.
  • Understand how Form 706 interacts with other tax filings.
  • Assess how new legislation affects estate tax reporting and compliance.

 

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.