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Properly Preparing the Form 706 Estate Tax Return Series (Including Portabliity Issues)



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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;

·         Sample Completed 706

·         Framework of the Estate Tax – A Statutory Overview

·         Community Property and Other Property Law Issues

·         Litigation and Settlement Planning

·         Protecting the Trustee and Personal Representative

·         Post-mortem Tax Planning

·         Presenting Income Tax Liabilities and Refunds

·         Special Valuation Rules for Charity, AVD and More

·         QTIP and Reverse QTIP Elections

·         Understanding Common GST Issues

·         Qualified Disclaimer Issues

·         The Qualified Appraisal Issue

·         Reviewing Appraisal and Valuation Adjustments

·         How to successfully navigate the form

·         The ins and outs of the “Portability” rules;

·         How the portability rules actually work using common examples

·         Filing Protective Claims Properly and Timely

·         The Limitations of Form PC

·         Substantial Authority and Reasonable Basis Positions

·         Foreign Estate Tax Credits

·         IRC Sections 6161 and 6166

·         Interrelated Calculations and Traps for the Unwary

·         Income tax consequences;

·         Potential Penalties and How to Avoid

·         How to avoid malpractice traps;

·         Overlooked GST issues.




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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning, and a member of CCH's Financial and Estate Planning Advisory Board. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals. In the past 20 years, he has received over 250 favorable private letter rulings including several key rulings of """"first impression."""" Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms. Mr. Keebler is the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - """"Family Tax Planning Forum,"""" Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning. Robert.Keebler@KeeblerandAssociates.com


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