Form 706: Tax Compliance, Review and Planning

Estate tax compliance is a critical area for professionals serving high-net-worth clients. This webinar provides a comprehensive introduction to Form 706 and the estate tax regime, equipping you with the knowledge and confidence to guide clients through complex estate planning and filing requirements.

You’ll learn how to navigate Form 706, understand portability and DSUE elections, apply special valuation rules, and identify post-mortem planning opportunities. With practical insights and real-world examples, this session will help you deliver exceptional value to clients during one of life’s most challenging transitions.

Learning Objectives:

Identify the basic framework of the Estate Tax regime
Identify the different parts of Form 706 and the various schedules
Recognize how to successfully navigate Form 706
Identify the Deceased Spousal Unused Exemption (DSUE)
Recognize how to handle “Portability” and comply with timely (or untimely) filings
Identify the special valuation rules available to minimize a decedent’s overall estate tax liability
Identify appraisals and valuation adjustments
Identify post-mortem tax planning opportunities

Session Highlights:

Statutory framework of the Estate Tax
Sample Form 706 and related schedules
Changes to Form 706
Basic GST principles and examples of GST reporting
The “Portability” rules and how they work
Review of a sample Form 706 with a DSUE election
Special valuation rules
The “qualified appraisal” issue
Reviewing appraisal criteria and valuation discounts
Form 706 important elections
Estate tax planning in light of the OBBB Act

Who Should Attend

All tax professionals who desire a better understanding of the “Estate Taxes” (i.e., Form 706) and be able to understand its role considering estate planning for middle to high-net-worth clients.

Credits and Other information :

IRS CPE Credits: 2.0 TAX

Location: Virtual/Online

Delivery method: Group Internet Based

IRS Course ID: DFFSC

Attendance Requirement: Yes

Session Duration: 2 Hours

Case Studies and Live Q&A session with speaker

PowerPoint presentation for reference

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