Federal Estate and Gift Tax Return Boot Camp

Dec 12
8:00 - 4:00 p.m.

Wyndham Philadelphia-Bucks County
Feasterville-Trevose - Map

8-Tax
CPE Credits

Learn how to prepare Forms 706 and 709 in light of tax reform. Identify elections on the estate tax relative to valuation and timing of payments.
Highlights

Impact of transfer tax reform on the estates of decedents who make gifts in the current year
Gift tax return basics of Form 709
Special gift circumstances: annual exclusion, gift-splitting, gifts to minors, and gifts for educational and medical benefits
Form 706 preparation: determining includable property; determining deductions from the gross estate; credits against federal estate tax; calculating the federal estate tax
Must-know elections: alternate valuation, special-use valuation, and deferred payments
Form 706 preparation: where and when to file, how much to pay, and how to claim a refund
Comprehensive case study with completed forms
Portability: understanding and applying the new permanent feature
DSUEA: why Form 706 should be filed in smaller estates
Form 8971