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AICPA ENGAGE 2019


EST1903 - Basic 706 Preparation: Common Errors


Jun 10, 2019 11:15am ‐ Jun 10, 2019 12:05pm

Description

Preparation of Form 706 is becoming a lost art. IRS inspects every return that is filed. You don't want to look like a rookie - prevent that by avoiding common errors.

Learning Objectives:

  1. Identify presentation methods that clearly describe assets and valuation.
  2. Understand how recent developments affect Form 706 preparation.

Speaker(s):

Tags: EST CFP EA

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