1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Date: September 22, 2023
Time: 08:00 am - 04:30 pm
Cost: $300.00 to $370.00
Event Category: Taxes
Phone: (503) 282-7247
Email: info@oaia.net
Live Streaming Webinar

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Terry Bakker
Graduated with a Bachelor of Science in Business Administration: Accounting from Portland State University. Passed all four parts of the CPA exam on the first sitting. Started into the tax arena working for her father, Larry O’Leary, has been committed to the tax preparation industry, education and promotion since. Terry became a Licensed Tax Preparer, then a Licensed Tax Consultant in 2002, and an Enrolled Agent in 2008. Terry was able to get her CPA license in 2018. She has over 27 years’ experience in the industry. Terry is a past president of OAIA.. Terry brings practical experience to the subject of Ethics, with suggestions for ensuring compliance with the plethora of rules that govern the industry.

2023 Estates & Gifts - Form 706/709 Webinar

Event Description

2023 Estates & Gifts - Form 706/709

Webinar Only

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 the increasing estate tax exemption at the federal level, the Estate Tax is seen a rare form, but that isn't true when you consider the much lower exemption at the state levels.   You also have to consider the higher federal exemption is due to expire in the next few years, so this course may be a way to prepare for what's to come.  This class will review the challenges in preparing the documentation, calculations, and preparation of the Federal estate tax return, the preparation of the 706 to claim the portability election at the Federal level, and issues of estates that have cross border properties.




Additional Information

CPE Hours : 8
Level : Intermediate
Prerequisites : 2-4 years of tax preparation
Field Of Study : Taxes

Price for members : $300.00
Price for nonmembers : $370.00

Past Seminar.