November 29, 2023


2 Total CPE Credits


Webinar (CA): Form 706 Preparation Part 3: Reporting Deductions 2023

  • Instructor

    Donita Joseph

Learning Objectives

• Determine the proper schedule for and reporting of deductions
• Recognize protective and perfected refund claims with estate tax
• Identify potential audit issues relative to deductions on 706

Major Topics

• How to report funeral and administrative expenses on Schedule J and/or L
• How to report debts, mortgages and liens on Schedule K
• Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions
• Charitable deduction Schedule O and potential problems

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Intermediate


Completion of Form 706 Preparation Parts 1 and 2

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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