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Form 709, Federal Gift Tax return and Form 706, Federal Estate Tax return, are key parts of any practice involving estate planning and wealth management.
Navigating the challenges of estate and gift taxation can be overwhelming for practitioners, especially those lacking extensive experience in this field. In this comprehensive course, participants will undergo a practical exploration through the preparation of the Federal Forms 706 and 709 - line by line. Through hands-on instruction, attendees will gain invaluable insights into the complexities of tax compliance, equipping them with the skills and confidence needed to seamlessly integrate estate and gift tax preparation into their practice.
This 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:
Area Covered in this session:
Live Q&A session will be held after the event.
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Each webinar wraps up with a Q&A session, giving you the opportunity to interact with industry experts and receive answers to all your queries.
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