Form 706 Preparation Part 3: Reporting Deductions 2024

Monday, April 28, 2025

Webcast or Webinar, Online

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

2Credits

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Course Type: Webcast

Course Code: 25/8126413

Level: Intermediate

Vendor: California CPA Education Foundation

Field of Study: Taxes

Overview:

This section of the 4-part series will cover fundamentals of Form 706 with numerous examples of how to properly report deductions on the estate tax return, including the marital and charitable deductions.

Objectives:

• Determine the proper schedule for and reporting of deductions • Recognize protective and perfected refund claims with estate tax • Identify potential audit issues relative to deductions on 706

Major Topics:

• How to report funeral and administrative expenses on Schedule J and/or L • How to report debts, mortgages and liens on Schedule K • Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions • Charitable deduction Schedule O and potential problems

Form 706 Preparation Part 3: Reporting Deductions 2024

Registration is Open

CPE PowerPass Users

Overview:

Objectives:

Major Topics:

Major Topics:

Designed For:

Prerequisites: