Tax-News: Tax-News.com: US Files WTO Complaint Against Chinese Raw Material Duties | Tax-News: Tax-News.com: Canada Releases Provincial HST Guidance For Realtors | International Tax Review: AKD opens new office in Luxembourg | Accounting Today: SEC Whistleblower Office Chief to Depart | International Tax Review: RSM appoints new tax partner in Bury St Edmunds | Accounting Today: CIMA CEO Charles Tilley Steps Down | Accounting Today: IESBA Releases New Ethics Standard for Accountants | Accounting Today: IRS Revises Procedures for Change in Accounting for Money Market Gains and Losses |
The Line-by-Line Preparation of Form 706 (MLC763D)
Learn How to Better Prepare Federal Form 706 - The Federal Estate Tax Return
Understanding in detail the complex tax compliance issues that arise when a taxpayer dies is challenging for many practitioners because many lack expertise in this area. But you can overcome such issues by listening to expert speaker Arthur Joseph Werner, JD, MS, as he teaches you how to prepare the Federal Estate Tax Return (Form 706). He’ll walk you through the process by providing line-by-line instruction.
Upon completion of this session, you have the expertise and confidence you need to accurately prepare Federal Form 706 (The Federal Estate Tax Return).
How to prepare a federal estate tax return (Form 706), specifically:
Part 1 - Decedent and Executor Information
Part 2 - Tax Computation
Part 3 - Elections by the Executor
Part 4 - General Information
Part 5 - Recapitulation (from the Schedules)
Part 6 - Portability of Deceased Spousal Unused Exclusion (DSUE)
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...