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Advanced Estate Planning Conference 2016


102 - Preparing Estate Tax Returns After Portability


Jul 17, 2016 1:00pm ‐ Jul 17, 2016 3:30pm

Standard: $79.00

Description

706 preparation including variations if portability is being elected. Participants will learn to:
• Analyze portability reporting compared to standard reporting
• Identify risk areas and ask the correct questions
• Determine the best presentation methods when alternatives are available
• Determine the need for outside experts and required attachments

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