November 28, 2022


Webinar


2 Total CPE Credits

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Crucial Tax Topics 2021-2022 with Art Werner - The Preparation of Form 706 and 709 - Understanding the Law

Learning Objectives

  • To provide an overview and guide to understanding Federal Estate and Gift Taxation so that a practitioner will able to successfully prepare Internal Revenue Service Forms 706 and 709.

Major Topics

  • Understanding the basics of Estate and Gift Taxation
  • Understanding valuation of assets
  • Understanding what constitutes the “Gross Estate”
  • Understanding the various deductions (funeral and administrative expenses)
  • Understanding debts
  • Understanding the charitable deduction
  • Understanding the marital deduction
  • Understanding the calculation and the various tax credits 

 

CPE Credits Available

2
Total CPE
2
Taxes

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, EAs, attorneys, and other tax professionals

Provider

ACPEN

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