The Complete Guide to Preparing Forms 706 and 709

Overview

Navigating the intricacies of tax forms 706 and 709 demands expertise and attention to detail. This comprehensive course equips tax professionals with the essential knowledge and skills required to proficiently prepare these forms, ensuring accurate reporting and compliance with tax regulations.

Objectives

At the end of this course, you will be able to:

Discuss how to prepare and complete Forms 706 and 709, demonstrating a comprehensive understanding of the nuances and requirements associated with these forms.

Discuss how to accurately reportin estate taxes (Form 706) and gift taxes (Form 709), taking into consideration various complexities and scenarios

Highlights

How to prepare a federal estate tax return (Form 706)

How to prepare a federal gift tax return (Form 709)

How to comply with "Portability"

Issues involved in the preparation of the decedent's final federal income tax return (Form 1040)

Various postmortem estate planning issues involved in the preparation of the abovementioned tax returns

Complete understanding of estate and gift taxation

Designed For

CPAs, EAs, and attorneys

Prerequisites

None

Preparation

None

Notice

By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy. https://www.ctcpas.org/events/cpe-policies

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Arthur Werner, President, Werner-Rocca Seminars, Ltd.

Leader Bios

Arthur Werner, President, Werner-Rocca Seminars, Ltd.

Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.

In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.

Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

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