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

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