Form 706 Preparation Part 2: Reporting Assets 2024

Tuesday, April 22, 2025

Webcast or Webinar, Online

1:00 PM - 3:00 PM (opens at 12:30PM) EST

2Credits

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$89.00 Regular Price

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$119.00 Regular Price

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Course Type: Webcast

Course Code: 25/7126410

Level: Overview

Vendor: California CPA Education Foundation

Field of Study: Taxes

Overview:

This section of the 4-part series will cover basic form preparation of Form 706 and help participants develop a solid foundation in preparing the federal estate tax return. This section will cover running the engagement, administration issues and completion of pages 1-4 of the form, including portability election. For examples, worksheets and practice resources will be provided.

Objectives:

• Determine how to prepare pages 1-4 of the Form 706 • Recognize the benefits of the team approach with the client's advisors to reduce risk • Identify how to present returns to minimize audit risk

Major Topics:

• Action steps in 706 preparation engagement • Filing requirements, new forms, IRS return review procedures, closing letters • Obtaining transcripts and previously filed returns • Completing introductory pages 1-4 • Worksheets provided: Summary of Estate Plan • Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule

Form 706 Preparation Part 2: Reporting Assets 2024

Registration is Open

CPE PowerPass Users

Overview:

Objectives:

Major Topics:

Major Topics:

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Prerequisites: