This section of the 4-part series will cover basic form preparation of Form 706 and help participants develop a solid foundation in preparing the f...
4/22/2024 12:00pm - 2:00pm | Online | CalCPA
Members: $89.00, Non-members: $119.00
CPE Categories: Taxation (2 CPE)
Interest Areas: Personal Financial Planning
This section of the 4-part series will cover basic form preparation of Form 706 and help participants develop a solid foundation in preparing the federal estate tax return. This section will cover running the engagement, administration issues and completion of pages 1-4 of the form, including portability election. For examples, worksheets and practice resources will be provided.
Presented by Donita Joseph
CPAs, attorneys, bankers, enrolled agents and professional staff.
Basic knowledge of trust and estate planning terminology.
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