June 30, 2025


Webinar


4 CPE Credits

2024 The Preparation of Form 706 and 709 – Line-by-Line

June 30, 2025
Webinar
4 CPE Credits

2024 The Preparation of Form 706 and 709 – Line-by-Line

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    Instructor

    Art
    Werner

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Learning Objectives

  • Identify the key components of estate and gift taxation, including Form 706 and Form 709
  • Describe the process of preparing Federal Forms 706 and 709 in detail
  • Discuss the importance of understanding tax compliance issues in estate and gift planning
  • Explain the significance of "Portability" and its implications in estate tax preparation
  • Recognize various postmortem estate planning considerations relevant to tax returns
  • Summarize the nuances involved in coordinating issues for the decedent's final income tax return
  • Analyze different strategies for optimizing estate and gift tax outcome
  • Evaluate the impact of recent legislative changes on estate and gift taxation practices
  • Discuss practical approaches for integrating estate and gift tax planning into client services

Major Topics

  • Federal Form 706: Overview and Preparation
  • Federal Form 709: Understanding and Compliance
  • Portability in Estate Tax Planning
  • Coordinating Issues for Decedent's Final Income Tax Return
  • Postmortem Estate Planning Strategies
  • Recent Legislative Changes: Impact on Estate and Gift Taxation
  • Integrating Tax Planning into Client Services

CPE Credits Available

4 CPE Credits
4
Taxes

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Taxes

Advanced Preparation

None

Intended Audience

CPAs, EAs, financial planners, attorneys

Provider

ACPEN

This event has ended.