The Complete Guide to Preparing Forms 706 and 709

Overview

You could pay $0 for this course!
This course qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% of the cost of training reimbursed. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks before the start date of the course to be eligible. The course code for this program is C-6503. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.

Navigating the intricacies of tax forms 706 and 709 demands expertise and attention to detail. This comprehensive course equips tax professionals with the essential knowledge and skills required to proficiently prepare these forms, ensuring accurate reporting and compliance with tax regulations.

Highlights

How to prepare a federal estate tax return (Form 706)

How to prepare a federal gift tax return (Form 709)

How to comply with "Portability"

Issues involved in the preparation of the decedent's final federal income tax return (Form 1040)

Various postmortem estate planning issues involved in the preparation of the abovementioned tax returns

Complete understanding of estate and gift taxation

Designed For

CPAs

Objectives

At the end of this course, you will be able to:

Discuss how to prepare and complete Forms 706 and 709, demonstrating a comprehensive understanding of the nuances and requirements associated with these forms.

Discuss how to accurately reportin estate taxes (Form 706) and gift taxes (Form 709), taking into consideration various complexities and scenarios

Leader(s):

Arthur Werner, Werner-Rocca Seminars, LTD

Leader Bios

Arthur Werner, Werner-Rocca Seminars, LTD

Art is currently a shareholder in the lecture firm of Werner-Rocca Seminars, LTD. His areas of expertise include business, tax, financial, and estate planning for high net worth individuals. In addition, Art is an adjunct professor of taxation in the Master of Science in Taxation program at Philadelphia University. He received his Bachelor of Science in Accounting and his Master of Science in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School and is a member of the Pennsylvania Bar. Art lectures extensively to certified public accountants, enrolled agents, insurance agents, and financial planners in the areas of estate planning, financial planning, and estate and gift taxation. He has presented well in excess of 1,500 seminars over the past fifteen years. Art has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of CPAs, awarded the AICPA Outstanding Discussion Leader Award in Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

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