April 26, 2024


4 Total CPE Credits


Webinar (CA): Form 706 Advanced Topics 2023

  • Instructor

    Michael Gerson

Learning Objectives

Determine basis reporting requirements. Recognize portability in estate planning. Identify which deductions belong on an estate or individual return.

Major Topics

• Filing requirements and proposed regulations for basis consistency for Form 8951.
• How to determine which deductions belong on an estate or individual return.
• Portability rules and traps.

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Advanced


Completion of Form 706 Preparation Series is recommended.

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, enrolled agents, financial professionals and others interested in this topic.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 159 159
  • COCPA Non-Member

    $ 209 209
    Your Price

Please login to register.