Filing Form 706 – How to report federal estate tax
This course will provide an overview of: Basic concepts and issues of estate planning When a federal estate tax return is required How portability works Deceased Spousal Unused Exclusion (DSUE) calculation Alternate and special-use valuation Form 706 due dates and extensions Generation-skipping transfer tax Installment payment of tax election Preparing Form 706 and related schedules
Course Instructors
Filing Form 706 – How to report federal estate tax
This course will provide an overview of: Basic concepts and issues of estate planning When a federal estate tax return is required How portability works Deceased Spousal Unused Exclusion (DSUE) calculation Alternate and special-use valuation Form 706 due dates and extensions Generation-skipping transfer tax Installment payment of tax election Preparing Form 706 and related schedules
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Becker Professional Education Sponsor I.D. Numbers NASBA: 107294, New York: 002087, New Jersey: 20CE00226700, Texas: 009580, Ohio: CPE.186, Illinois 158.002405, Pennsylvania: PX177823