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Thursday, February 6, 2025 Live Webcast

Successfully Completing an Estate Tax Return -- Form 706 (X1-F706-2025-01-WEBNR-37-01)

1:00 PM - 3:00 PM EST
webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

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 will give you confidence to help your clients navigate that difficult time.

DESIGNED FOR

Any tax practitioner who wishes to understand how to assist clients with filing a federal estate tax return.

BENEFITS

  • How to navigate and successfully complete a simple federal estate tax return

HIGHLIGHTS

  • Changes to the IRS Form 706
  • How to successfully navigate the form
  • The ins and outs of the “portability” rules, including how the rules actually work using common examples
  • Income tax consequences
  • How to avoid malpractice traps
  • Overlooked GST issues

COURSE LEVEL

Advanced

PREREQUISITES

Basic understanding federal income and transfer taxes.

ADVANCE PREPARATION

None

INSTRUCTOR

Robert Keebler

Robert S. Keebler

Robert S. Keebler 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. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation.

PRICING

$89.00 - Member

$109.00 - Nonmember

Register Today


Note: Online pre-registration will close on February 6 at 12:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent

AREAS OF INTEREST