Understanding and Completing Form 706
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding an affordable, competent specialist who you trust to work with you and your client may be difficult. Learning the basics of the tax and how to complete the Form 706 will give you confidence to help your clients navigate that difficult time. In his exclusive LISI Webinar, Bob Keebler will review:
- Changes to the IRS Form 706;
- How to successfully navigate the form
- The ins and outs of the “Portability” rules;
- How the portability rules actually work using common examples
- Income tax consequences;
- How to avoid malpractice traps;
- Overlooked GST issues.
There will be no CE for this webinar
For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.
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