Forms 706 and 709 are both extensively filed and often times incorrect through insufficient disclosures. Preparing very few Forms 1041 can lead to errors as well. Your instructors believe there are NO stupid questions and invite you to bring your questions to this interactive session. In fact, the worst question is the one never asked.
Identify how to present returns to minimize audit risks
Recognize the differences between Fiduciary Accounting Income and Distributable Net Income
Estimate the amount and use of portability amounts
Recall new IRS estate tax compliance procedures and opportunities