Live Seminar

Event Description

In Person Form 706 for Estates with Emphasis on OR & WA Seminar

This will be an in person, socially distanced, seminar.

If signing up for both days of seminar be sure to register for the package!!!

This course is written and taught by practicing CPA, Terry Bakker from the point of view of an actual practitioner.  This course will focus on the Form 706 with emphasis on the rules for the states of Oregon and Washington.  With the increasing estate tax exemption at the federal level, the Estate Tax is seen as a rare form, but that isn't true when you consider the exemption for Oregon is $1,000,000 and for Washington it's $2,193,000.  Updated for the newest estate planning rules under President Biden, this seminar will review the 706 form to claim the portability election at the federal level, and issues of estates that have cross border properties.