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We are approved to provide CPE/CE credits to Tax Professionals
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Preparing Form 706: The Federal Estate Tax Return
- Aug 12, 2021 Thursday | 12:00 PM ET | 11:00 AM CT | 09:00 AM PT | Duration: 240 Minutes
- Credit: IRS Credits: 4.0 | QAS: 4.0 |
Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar
The executor of a decedent's estate uses Form 706 to figure the estate tax imposed by Chapter 11 of the Internal Revenue Code, and also used to compute the generation-skipping transfer (GST) tax imposed by Chapter 13 on direct skips.
The Form 706 has been cited as the source for the greatest number of error and omission claims against the accountancy profession. The estate tax return is likely the most complex and consequential federal return that most practitioners will face. Laden with special rules, elections with deadlines, the integration of substantive state and federal tax law, the Form 706 creates unique challenges for the unwary and even experienced practitioners. This program is designed to encourage better practice points, highlight common mistakes, expose common problems that generate audit while providing practical guidance to prepare effective, tax-savings estate tax returns.
Session Highlights:
- Learn how to prepare each schedule to the Form 706, using a sample return as an illustration.
- Identify the six major components of Form 706 and Identify compliance issues.
- Recognize the importance of the information items and questions on Form 706.
- Highlights of portability elections to make the deceased spousal unused exclusion amount (DSUA) available to the surviving spouse.
- Understand proper asset valuation compliance.
- Understand proper deduction compliance.
- Understand tax calculation.
- The ins and outs of the “portability” rules, including how the rules actually work using common examples.
- Issues involved in the preparation of the decedent’s final federal income tax return (Form 1040).
- Various postmortem estate planning issues involved in the preparation of the.
- above-mentioned tax return.
- Complete understanding of estate and gift taxation.
- Income tax consequences.
- Overlooked GST issues.
Who Will Benefit:
- CPA's
- Tax Attorneys
- Accountants
- Tax Compliance Managers
- Other Tax Professionals
Speaker Profile:
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 250 favorable private letter rulings including several key rulings of “first impression.” He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 25 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute and is the immediate past the chair of the AICPA’s Advanced Estate Planning Conference, serving in that capacity from 2014-2020.
Credits and Other information:
- Session Duration: 4 Hours
- Case Studies and Live Q&A session with speaker
- PowerPoint presentation for reference
- Session learning level: Introductory
- Delivery method: Group Internet Based
- IRS Credits: 4 Tax Hours
- IRS Course ID: PJGWS-T-00029-21-O
IRS Credits
QAS
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