Form 706 compliance creates significant opportunities to reduce estate tax yet creates unique challenges to the tax practitioner. This recorded webinar is designed to help you prepare highly effective estate tax returns – starting with an in-depth, line-line breakdown of Form 706. To achieve this objective, Keith Schiller will review the best reporting techniques as well as the commonly missed opportunities and oversights that he has seen in his 37 years of reviewing estate tax returns. This is a recorded webinar that originally ran live on January 28, 2013. As an eLearning course, you must pass the final exam of this course to receive CPE credit.
Course Level: Intermediate
Course Prerequisites: None
Delivery Method: Self-study
After completing this course, you will know how to :
• Complete Form 706 with confidence and accuracy;
• Be aware of the common missed opportunities preparers leave on the table;
• Understand the common oversights that occur while preparing a 706 return; and
• Know how to complete all related Schedules.
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