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:

  • Identify the key components of estate and gift taxation, including Form 706 and Form 709
  • Describe the process of preparing Federal Forms 706 and 709 in detail
  • Discuss the importance of understanding tax compliance issues in estate and gift planning
  • Explain the significance of "Portability" and its implications in estate tax preparation
  • Recognize various postmortem estate planning considerations relevant to tax returns
  • Summarize the nuances involved in coordinating issues for the decedent's final income tax return
  • Analyze different strategies for optimizing estate and gift tax outcome
  • Evaluate the impact of recent legislative changes on estate and gift taxation practices
  • Discuss practical approaches for integrating estate and gift tax planning into client services

Area Covered in this session:

  • Federal Form 706: Overview and Preparation
  • Federal Form 709: Understanding and Compliance
  • Portability in Estate Tax Planning
  • Coordinating Issues for Decedent's Final Income Tax Return
  • Postmortem Estate Planning Strategies
  • Recent Legislative Changes: Impact on Estate and Gift Taxation
  • Integrating Tax Planning into Client Services

Live Q&A session will be held after the event.

Who Should Attend?

  • CPA, EA, attorney, and staff
  • Tax department
  • CFOs and controllers
  • Accounts payable and accounting managers
  • Public accountants
  • Business Owner and C-level Executives

Credits and Other information :

  • IRS CPE Credits: 2.0
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: DFFSC
  • Attendance Requirement: Yes
  • Case Studies and Live Q&A session with speaker

1. How can I register for this webinar/course?

Enroll now on Pioneer Educator. Explore a variety of webinars presented by industry experts. Choose either ‘live webinar’ or ‘on-demand’, and simply click ‘buy now’ to register

2. Is it possible to register someone else for this course? If so, how can I do that?

You can recommend Pioneer Educator to your friends and colleagues. Expand your professional network by getting them enrolled at pioneereducator.com today!

3. What is web download and transcript or On demand session?

 The web download grants access to the webinar recording, enabling you to receive a link to download and save it on your computer for convenient viewing, multiple times.

 The transcript offers comprehensive written material from the webinar, ensuring you have detailed documentation of the content presented.

 On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

4. Is there an opportunity to ask questions to the speaker during the session?

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.

5. We provide the following CE credits to the professionals on the approved courses.

  • IRS
  • HRCI
  • SHRM

6. When are the continuing education credits reported to the IRS, HRCI, SHRM and other regulatory bodies ?

Your educational credits will be reported to the appropriate licensing and regulatory bodies within 5-7 business days

7. What should I do if I can’t log my account?

The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.

  • If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
  • If the face any challenge, please reach out to us via email support@pioneereducator.com or contact our support team through live chat support.

8. How can I view /access the courses that I have registered for?

Upon registering for any of our webinars or products, you will receive webinar instructions 24 hours before the conference over the your registered mail id with us also check SPAM/JUNK folder. If you’ve not received the instructions, Please reach us at support@pioneereducator.com

9. How can I cancel my registration?

For registration cancellations, please reach out to us via email at support@pioneereducator.com. If you cancel your registration for a paid webinar, expect the refunded amount to be credited back to your payment method within 7 business days.

10. How can I download the learning materials/Handouts available for the webinars/Seminar?

Conference materials will be accessible 4 hours before the webinar begins. You can download them directly from the webinar page or by logging into your account

11. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM and Gotowebinar for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth

12. I took a webinar, where is my certificate?

Your certificate will be sent to you via email within 3 working days after the webinar ends. Alternatively, you can log in to your account at www.pioneereducator.com to retrieve it. If you haven't received the email within this timeframe, please check your spam/junk folder. If you still can't find it, don't hesitate to contact us via email at support@pioneereducator.com or connect with us through the online chatroom.



Download Conference Material

Download Here (Password Needed)

Related Products

IRS Penalties and Abatements

PRESENTER(s): Charles Montecino
EVENT DATE - 2024-09-24

International Tax Update (2024)

PRESENTER(s): Patrick McCormick, JD, LLM
EVENT DATE - 2024-08-22

EEOC Guidance on AI

PRESENTER(s): Suzanne Lucas
EVENT DATE - 2024-11-21