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706, 709, 8971 Workshop


Jun 10, 2018 1:00pm ‐ Jun 10, 2018 5:00pm

Description

Increased Exclusion Amounts for Estate and Gift Tax Purposes will likely multiply the necessity for preparation of Form 706 for portability purposes. In this session, we will review the basics of Form 706, 709 and 8971 preparation and answer your compliance questions. Determine how to present 706, 709 and 8971 information to minimize audit risks Recognize due dates, availability of extensions and follow-up filings Identify return preparation tactics to maximize DSUEA and tax basis.

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