Virtual
Form 706 Preparation Part 3: Reporting Deductions 2024
Date: April 28, 2025
Time: 10 a.m. – 12 p.m. PT
CPE: 2
Member
$89.00
Nonmember
$119.00
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Overview
This section of the 4-part series will cover fundamentals of Form 706 with numerous examples of how to properly report deductions on the estate tax return, including the marital and charitable deductions.
Product Code
1000002968-126413
Credit Type
CPE: 2CPE-Technical: 2IRS-TX: 2MCLE LS-EP: 2Accessibility
Closed Captioning Available
Intended Audience
CPAs, attorneys, bankers, enrolled agents and professional staff.
NASBA Field of Study
Taxes
Level of Difficulty
Intermediate
Prerequisites
Completion of Form 706 Preparation Parts 1 and 2
Advance Preparation
None
Learning Objectives
Major Subjects
- How to report funeral and administrative expenses on Schedule J and/or L
- How to report debts, mortgages and liens on Schedule K
- Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions
- Charitable deduction Schedule O and potential problems
Faculty
Donita M Joseph
Donita M. Joseph is a partner, tax & accounting services, at Windes, Inc. She has more than 30 years of experience in taxation issues involving estate and trust tax planning and is responsible for the firm’s estate & trust practice. As a partner in the firm’s tax & accounting services department, she also services the needs of privately held companies and individuals. Joseph’s expertise includes preparation of estate tax, gift tax, and fiducia...
More about Donita M JosephAdditional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.