February 9, 2023


Webinar


2 CPE

Surgent's Successfully Completing an Estate Tax Return -- Form 706

February 9, 2023
Webinar
2 CPE

Surgent's Successfully Completing an Estate Tax Return -- Form 706

Learning Objectives

  • How to navigate and successfully complete a simple federal estate tax return

Major Topics

  • Changes to the IRS Form 706
  • How to successfully navigate the form
  • The ins and outs of the “portability” rules, including how the rules actually work using common examples
  • Income tax consequences
  • How to avoid malpractice traps
  • Overlooked GST issues

CPE Credits Available

2 CPE
2
Taxes

Things to Know About This Course

Course Level

  • Advanced

Prerequisites

Basic understanding federal income and transfer taxes

Advanced Preparation

None

Intended Audience

Any tax practitioner who wishes to understand how to assist clients with filing a federal estate tax return

Provider

Surgent McCoy CPE

This event has ended.