Line-by-line Preparation of Form 709


August 26, 2020


Arthur Werner, REVIEWER(s)- Eric L. Green

  1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 240 Minutes

* Not able to attend the live session? We can arrange an on-demand session for You. Please call 1-‪814-892-0304


Tax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in preparing the federal estate tax return, Form 706; the federal gift tax return, Form 709; and the decedent’s final federal income tax return, Form 1040.

Learning Objectives:

  • Identify the major components of Form 709
  • Identify compliance issues
  • Recognize the importance of the information items and questions on Form 709
  • Understand proper asset valuation compliance
  • Understand split gift compliance
  • Understand tax calculation

Session Highlights:

  • How to prepare a federal gift tax return (Form 709)
  • How to comply with “Portability”
  • Issues involved in the preparation of the decedent’s final federal income tax return (Form 1040)
  • Various post-mortem estate planning issues involved in the preparation of the above-mentioned tax returns
  • Complete understanding of estate and gift taxation

Who Should Attend?

  • CPA's
  • Enrolled Agents
  • Tax Attorneys
  • Other Tax Professionals who advise clients on tax, retirement and estate planning, and other wealth management matters.

Session Prerequisites and preparation: None

Recommended CPE credit – 4.0

Recommended field of study – Tax

Session learning level: Basic to intermediate

Delivery method: Group Internet Based

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