Completing Estate and Gift Tax Returns On-Demand Webinar


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.


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

This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.


Presented by: Lawrence Zimbler, MST, EA

How to Earn CPE

To receive credit for this on-demand webinar, you must make at least one attempt to answer each of the review questions included with the webinar video. You also must successfully pass the course exam with a score of 70% or better.

The course and exam will expire one year from the date of purchase.

Cancellation Policy

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

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