Date: June 2, 2023
Time: 10 a.m. – 12 p.m. PT
This section of the 4-part series will cover basic form preparation of Form 706 and help participants develop a solid foundation in preparing the federal estate tax return. This section will cover running the engagement, administration issues and completion of pages 1-4 of the form, including portability election. For examples, worksheets and practice resources will be provided.
1000002154-119833
Closed Captioning Available
CPAs, attorneys, bankers, enrolled agents and professional staff.
Taxes
Overview
Basic knowledge of trust and estate planning terminology.
None
This course was recorded on 5/18/2023. The instructor will be available via the chat feature to answer questions during the presentation.