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Surgent's Successfully Completing an Estate Tax Return -- Form 706 (F706)
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Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding an affordable, competent specialist who you trust to work with you and your client may be difficult. Learning the basics of the tax & how to complete the form will give you confidence to help your clients.

 Export to Your Calendar 10/21/2016
When: Friday, October 21, 2016
11:00 AM - 1:00 PM
Where: Webinar/Webcast
United States
Contact: April Deneault
801-466-8022


Online registration is available until: 10/21/2016
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Acronym F706
CPE 2 hours
Category
Taxes
Level Advanced
Vendor Surgent
Who should attend

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

Prerequisite
Basic understanding federal income and transfer taxes
Fees: Early Bird
Standard
Member N/A
$89
Non-Member: N/A
$109

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description:
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding an affordable, competent specialist who you trust to work with you and your client may be difficult. Learning the basics of the tax and how to complete the form will give you confidence to help your clients navigate that difficult time.

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

Objectives:

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

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