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The Preparation of Forms 706 and 709 - Understanding the Law

 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.
 Thu, 06/05/2025 from 12:00 pm to 1:20 pm
 Thu, 06/05/2025 from 11:00 am to 2:00 pm
 Sat, 06/14/2025 from 3:00 pm to 4:20 pm
 Mon, 06/23/2025 from 2:00 pm to 5:00 pm
 Fri, 06/27/2025 from 9:00 am to 10:20 am
 Sat, 07/05/2025 from 11:00 am to 2:00 pm
 Sat, 07/19/2025 from 9:00 am to 12:00 pm
 Tue, 08/05/2025 from 11:00 am to 2:00 pm
 Sat, 08/23/2025 from 2:00 pm to 5:00 pm
 Fri, 09/05/2025 from 11:00 am to 2:00 pm
 Sat, 09/20/2025 from 9:00 am to 12:00 pm
 Thu, 10/23/2025 from 2:00 pm to 5:00 pm
 Wed, 11/05/2025 from 11:00 am to 2:00 pm
 Sat, 11/15/2025 from 9:00 am to 12:00 pm
 Fri, 12/05/2025 from 11:00 am to 2:00 pm
Designed For:

CPAs, EAs, and tax professionals

Prerequisite:

None

A solid understanding of the laws governing estate and gift taxation is essential for tax professionals handling Forms 706 and 709. This course provides an in-depth analysis of the legal framework surrounding estate and gift taxes, including key regulations, IRS guidance, and court rulings. Participants will explore how estate and
gift tax rules interact, learn strategies for minimizing tax liabilities, and gain insight into compliance challenges. The course will also provide a thorough review of any new legislative changes introduced by the current administration and their implications for estate and gift tax planning.

 *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

  • Legal framework of estate and gift taxation
  • IRS regulations and compliance requirements
  • Portability, lifetime exemption, and tax minimization strategies
  • Case law and IRS rulings affecting estate and gift tax planning
  • Postmortem estate planning considerations
  • Common legal pitfalls and how to avoid them
  • Legislative updates and policy changes from the new administration

 

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.