Completing Form 706 and 709 for Estates Webinar

Summary

There have been many changes to the estate and gift tax requirements over the last few years. Are you current on all of the updated information? This webinar will review each Forms 706 and 709, and their accompanying rules associated with completing a client’s tax return. We’ll also identify a few ways to minimize estate and gift tax due to save your clients money.

Objectives

Upon completion of this course, you will be able to:

  • Outline the filing requirements for Form 706.
  • Outline the filing requirements for Form 709.
  • Complete Form 706.
  • Complete Form 709.
  • Identify ways to minimize estate and gift tax due.

Course Details

Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.






   

Presented by: Lawrence Zimbler, MST, EA

​​​​​How to Earn CPE

​To receive full credit for a webinar, you must respond to at least 70% of the polling questions that are asked by the instructor during the webinar and you must be logged in for at least 90% of the presentation.

Please allow up to 7 days for us to verify attendance and issue certificates.

Cancellation Policy

Because this is an online education offering, it is nonrefundable.

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