Form 706: Estate Tax Return

Webinar Qualifies For

• 1.5 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
• 1.5 General Credit of Taxes for Accountant/Bookkeeper/Tax Professionals
• 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01672-23-O)
• 1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
• 1.5 CE Credit of Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 317849)
• 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1328)
• 1.5 CPD Credit of Estate Planning for Personal Financial Specialist (PFS)
• 1.5 PL Credit of Estate Planning for Chartered Financial Analyst (CFA)
• 1.5 CE Credit of Estate Planning for Chartered Financial Consultant (ChFC)
• 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01672-23-O)
• 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01672-23-O)
• 1.5 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
• 1 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-01673-23-O)
• 1.5 CPD Credit for Trust and Estate Practitioners (TEP)
• 1.5 CE Credit of Taxes for Certified Wealth Strategist (CWS)
• 1.5 CE Credit of Estate Planning for Retirement Income Certified Professional (RICP)
• 1.5 CE Credit of Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS)
• 1.5 CE Credit of Estate Planning for Financial Services Certified Professional (FSCP)
• 1.5 CE Credit of Estate Planning for Wealth Management Certified Professional (WMCP)
• 1 CE Credit of Federal tax-related matters for LTC (Approval No. GEHNZ-T-01672-23-O)
• 1.5 CE Credit of Estate Planning for Chartered Advisor in Senior Living (CASL)
• 1.5 CPE Credit of Taxes for Iowa Licensed Public Accountant (IA-LPA)
• 1.5 PL Credit of Estate Planning for CIPM
• 1.5 CPE Credit of Taxes for Maine Licensed Public Accountant (ME-LPA)
• 1.5 CE Credit of Estate Planning for Chartered Special Needs Consultant (ChSNC)
• 1.5 CPE Credit of Taxes for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

James Dougherty

Partner, Dungey Dougherty PLLC

James I. Dougherty is a founding member of Dungey Dougherty PLLC with offices in Greenwich, Connecticut and New York City. His practice focuses on all aspects of the estate planning and administration process. He is a past Trusts & Estates Fellow for the Real Property, Trust & Estate Law Section of the American Bar Association for 2016-2018 and an ACTEC Dennis I Belcher Young Leader for 2019-2020. James frequently lectures on estate planning and probate issues to various professional organizations. He has been published in Trusts & Estates, Bloomberg BNA Estates, Gifts, & Trusts Journal, STEP Journal, ACTEC Law Journal, Probate & Property, as well as other publications. He is a member of the Connecticut Bar Association, Greenwich Bar Association, New York State Bar Association and American Bar Association. In RPTE, he is Co-Vice Chair of the National CLE Conference and Co-Chair of the Non-Tax Issues Affecting the Planning and Administration Committee. James is the Treasurer of the Estates & Probate Section of the Connecticut Bar Association. He is also an Editorial Board Member for Trust & Estates. He earned his B.A. in History & Policy, Phi Beta Kappa, from Carnegie Mellon University and his J.D. degree, cum laude, from William & Mary School of Law.

Additional Information

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.