Preparing Form 706: Line by Line (Currently Unavailable)
Author: Arthur Joseph Werner
| CPE Credit: |
2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC |
This course provides you with a practical line-by-line understanding of how to prepare a federal estate tax return (Form 706).
Tax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area.
Publication Date: October 2013
Designed For
CPAs, EAs, and Attorneys
Topics Covered
- How to prepare a federal estate tax return (Form 706)
- How to make various elections on a Form 706
- An understanding of the various attachments to the Federal Form 706
- How to avoid common mistakes that cause audit difficulties
- How to properly express valuations of assets
Learning Objectives
- Recognize how to prepare Federal Form 706
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
None
Advance Preparation
None
