Virtual
Form 706 Preparation Part 3: Reporting Deductions 25-26
Date: June 20, 2025
Time: 8 – 10 a.m. PT
Member
$99.00
Nonmember
$129.00
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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.
Form 706 Series:
Form 706 Preparation Part 1: Overview Including Portability
Form 706 Preparation Part 2: Reporting Assets
Form 706 Preparation Part 3: Reporting Deductions
Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits
Product Code
1000003831-132223
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
Other Dates
Faculty
Additional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.