Webinar: 2025 Estates and Gifts - Forms 706/709

Estates and Gifts - Forms 706/709 Webinar - 8 Hours CPE

Starts at 8:00 a.m. PDT

This course is taught and written 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 as a rare form, but this isn't the case when you consider the much lower exemption at the state levels. You also have to consider the higher federal exemption is set to expire in the next couple of years, so this course may be a way to prepare for what's to come. This course will review the challenges in preparing the documentation, calculations, and preparation of the Federal estate tax return, the preparation of the 706 form to elect portability at the federal level, and issues of estates that have cross border properties.