Beyond The Numbers: Understanding The Important Gift, Estate, and Income Tax Elections - Preparing Forms 1041 / 706 / 709
Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections
In this fast-paced webinar Bob will discuss important elections associated with Form 709, 706, and 1041. The focus of this course will be reviewing returns and identifying key issues.
- Gift splitting elections
- Reverse QTIP elections
- Electing out of automatic GST allocations
- Valuation issues
- 5-year 529 plan elections
- Section 2642(c) chartible issues
- Section 691(c) issues
- Section 2013 PPT Credits
- Adequate disclosure rules
- Statute of limitations issues
- Section 2032A and alternative valuation date
- 754 partnership elections
- Understanding DNI
- Planning for Kenan gains
- And MUCH more
There will be no CE for this webinar
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