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Navigating the challenges of estate and gift taxation can be overwhelming for practitioners, especially those lacking extensive experience in this field. This comprehensive course provides a practical exploration of Federal Forms 706 and 709, guiding participants line by line through their preparation.
This webinar is designed to provide attendees with invaluable insights and hands-on experience, ensuring they can seamlessly integrate estate and gift tax preparation into their professional practice.
This 2-hour webinar will provide a comprehensive overview of the rules associated with the federal gift tax and the federal estate tax. It will cover what must be included, what can be excluded, and what can be deducted in these taxes. The webinar will examine Forms 706 and 709 in detail, addressing how each form must be prepared section by section. Additionally, it will present planning suggestions to help minimize taxation wherever possible.
Learning Objectives:
Session Highlights:
Who Should Attend:
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