April 19, 2027

Webinar

2 CPE Credits

Webinar (CA): Form 706 Preparation Part 2: Reporting Assets 26-27 🗓

April 19, 2027
Webinar
2 CPE Credits

Webinar (CA): Form 706 Preparation Part 2: Reporting Assets 26-27 🗓

  • Instructor

    Donita
    Joseph

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This section of the 4-part series will cover basic form preparation of Form 706 and help participants develop a solid foundation in preparing the federal estate tax return. This section will cover running the engagement, administration issues and completion of pages 1-4 of the form, including portability election. For examples, worksheets and practice resources will be provided. Form 706 Series: Part 1: Overview Including Portability Part 2: Reporting Assets Part 3: Reporting Deductions Part 4: GST Schedule R, Form 8971, Payments & Credits

Learning Objectives

• Determine how to prepare pages 1-4 of the Form 706
• Recognize the benefits of the team approach with the 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

2 CPE Credits
2
Taxes

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Estate Planning
  • Tax
  • Enrolled Agent - IRS Credit Eligible

Prerequisites

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.

Provider

California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 99 99
    Join

  • COCPA Non-Member

    $ 129 129
    Your Price

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