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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
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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.

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 Date12/1/2022
CategoryTax
Media TypeOnline On-Demand
CategoryEstate Planning & Probate
Products specifications
Program Date12/1/2022
CategoryTax
Media TypeOnline On-Demand
CategoryEstate Planning & Probate
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