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A Practical Guide to Estate Tax Preparation
Reviewed
This course is valid up to December 31, 2024, for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
IRS Form 706 is used to calculate the taxes owed for two situations – estate taxes and generation-skipping transfers. Both of these situations can trigger a tax liability and the form must be submitted separately from your tax returns.
Completing an estate tax return can present the fiduciary of the estate with both opportunities for effective post-mortem estate planning as well as liability. Understanding the fiduciary’s obligations to file and how to file the estate tax return (Form 706) is essential for any tax professional advising the fiduciary.
During this CPE Estate Planning course, attendees will receive in-depth analysis and practical guidance on how to report assets, get the biggest benefit out of deductions, and make advantageous elections.
Understanding estate tax reporting is not just for large estates as portability elections make filing a consideration even for non-taxable estates. In representing fiduciaries, it is critical to understand how to insulate them from liability.
The following major questions are answered in this CE/CPE Tax webinar:
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.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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.
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.
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.
120 Ratings
Excellent
84
Very Good
28
Average
6
Poor
1
Terrible
0
PP
Jun 21st, 2023
Good experience! I think the answer to the first question is incorrect through as it has multiple answers twice.
ED
Oct 30th, 2023
Very good overview of the Estate Tax return.
HO
Oct 6th, 2022
The session was informative and interactive
GB
Dec 13th, 2023
Another great refresher course.
CT
Oct 31st, 2023
Very informative, thank you!
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