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Preparing Forms 706 and 709: Understanding the Issues (Currently Unavailable)

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 practical understanding of the issues involved in preparing the federal estate tax return, Form 706; the federal gift tax return, Form 709; and the decedent's final federal income tax return, Form 1040.

Publication Date: October 2013

Designed For
CPAs, EAs, and attorneys

Topics Covered

How to prepare a federal estate tax return (Form 706)
How to prepare a federal gift tax return (Form 709)
Preparing the decedent's final federal income tax return (Form 1040)
Postmortem estate planning issues

Learning Objectives

Recognize the procedures and rules that apply for valuating a decedent's assets
Identify how Internal Revenue Sections 2031-2058 apply to estate tax

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None

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