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...
4/29/2026 12:00pm - 2:00pm | Online | CalCPA
Members: $99.00, Non-members: $129.00
CPE Categories: Taxation (2 CPE)
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. Form 706 Series: Form 706 Preparation Part 1: Overview Including Portability Form 706 Preparation Part 2: Reporting Assets Form 706 Preparation Part 3: Reporting Deductions Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits
CPAs, attorneys, bankers, enrolled agents and professional staff.
Basic knowledge of trust and estate planning terminology.
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