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