October 24, 2023


2 Total CPE Credits


Webinar (CA): Form 706 Preparation Part 1: Overview Including Portability 2023

  • Instructor

    Donita Joseph

Learning Objectives

• Determine how to prepare pages 1-4 of the Form 706
• Recognize benefits of the team approach with client's advisors to reduce risk
• Identify how to present returns to minimize audit risk

Major Topics

• Action steps in 706 preparation engagement
• Filing requirements, new forms, IRS return review procedures, closing letters
• Obtaining transcripts and previously filed returns
• Completing introductory pages 1 - 4
• Worksheets provided: Summary of Estate Plan
• Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Overview


Basic knowledge of trust and estate planning terminology.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, attorneys, bankers, enrolled agents and professional staff.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

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