April 30, 2024


2 Total CPE Credits


Webinar (CA): Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits 2023

  • Instructor

    Donita Joseph

Learning Objectives

• Determine the proper reporting for Schedules P-R
• Recognize the usefulness of the 6166 election in providing liquidity for estate tax payments
• Identify terms and provisions in will and living trusts that impact GST exemption allocations

Major Topics

• Generation Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction
• Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q
• Qualified Conservation Easements, Schedule U
• Making Sec. 6166 election and using Graegin loans

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Intermediate


Completion of Form 706 Preparation Parts 1-3.

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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