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Estate and Gift Taxation - Understanding the Basics (MLC763C)
Simplifying Federal Estate and Gift Taxation to Better Prepare Forms 706 and 709
Having clarity on the complexities of estate and gift taxation is critical to accurately filing Forms 706 and 709, but many practitioners are in the dark about the basics of this nuanced area of the IRS tax code and find they need guidance.
Join Arthur Werner to get a better understanding of issues concerned with Federal Estate and Gift Taxation. The session is a prerequisite for courses involving tax compliance of Forms 706 and 709. You'll come away from this session with a basic understanding of important estate and gift taxation issues and the confidence to complete Forms 706 and 709 accurately.
A Complete understanding of estate and gift taxation
Understanding of Internal Revenue Code Section 2031 through 2058
Various post-mortem estate planning issues involved in the preparation of Forms 706 and 709
NASBA & IRS Category of Study: Taxes
Who Should Attend
Certified Public Accountants (CPAs)
Enrolled Agents (EAs)
*Single User Price. For multiple users please call 1-800-223-8720
Arthur Joseph Werner, JD, MS (Taxation), received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. His lecture topic specialties extensively include the areas of Estate Planning, Financial Planning, and Estate and Gift Taxa...
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