Preparing Form 706 - the Estate Tax Return Self-Study


Be prepared to assist with filing Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return. This course explains the basic tax rules applicable to a decedent’s estate and the federal estate tax return. Examples illustrating these rules when preparing Form 706 are presented throughout the text.


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

  • Describe the basic tax rules applicable to an estate
  • Determine which property is includible on Form 706
  • Accurately complete Form 706
  • Distinguish differences in estate tax rules between a resident and nonresident estate

Course Details

This course includes an e-book and exam questions to help you earn CPE. CPE is issued after the exam is successfully completed.


Presented by:

How to Earn CPE

To receive credit for this self-study course, you must successfully pass the course exam with a score of 70% or better.

Self-study courses and exams generally expire one year from the date of purchase. The AFTR course expires on December 31 of each year as required by the IRS.

Cancellation Policy

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

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