Form 706: Federal Estate Tax Return

Proceed step-by-step through the basics of federal gift tax preparation, including calculation of tax due, gift tax splits, and filing procedure and deadlines. Sample completed forms are provided and discussed.

Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P2209-22E-03

$60.00 or 1.00 credits

Qty: decrease increase

Faculty:

Fredrick B. Weber, Kirkland & Ellis LLP

Expires:

11/1/2024

A sample estate tax return will also be presented based on a hypothetical example, including common elements in the estate of a second-to-die spouse.

This presentation also includes:

a timeline for the estate tax return preparation process;
a list of information to gather from the client;
tips on preparing schedules for different types of assets;
review of valuation issues; and
a typical computation for the marital deduction.

Overview
Specifications

Faculty:

Fredrick B. Weber, Kirkland & Ellis LLP

Expires:

11/1/2024

A sample estate tax return will also be presented based on a hypothetical example, including common elements in the estate of a second-to-die spouse.

This presentation also includes:

a timeline for the estate tax return preparation process;
a list of information to gather from the client;
tips on preparing schedules for different types of assets;
review of valuation issues; and
a typical computation for the marital deduction.

Products specifications

Program Date	12/1/2022
Category	Tax
Media Type	Online On-Demand
Category	Estate Planning & Probate

Products specifications

Program Date	12/1/2022
Category	Tax
Media Type	Online On-Demand
Category	Estate Planning & Probate

Product tags

trusts (51)
,
estate planning (88)
,
probate (21)
,
tax (17)

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