Form 706 and Electing Portability

This webinar is part of Tax Practice Pro's webinar series "Trust Me"!
This in-depth webinar provides a comprehensive analysis of Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return, and the electing portability of the Deceased Spouse Unused Exclusion (DSUE). Designed for tax professionals, this program covers the essential components and schedules of Form 706, the mechanics of portability, and best practices for compliance. Attendees will learn how to accurately prepare Form 706, understand the implications of the DSUE, and apply strategic considerations in estate tax planning. The program includes practical examples, real-world scenarios, and interactive Q&A sessions to reinforce learning. Delivered by Jaye E. Tritz, EA, CFP®, a seasoned tax practitioner and educator, the webinar aligns with both IRS and NASBA standards for continuing education.

Learning Objectives:
Identify the purpose and key components of Form 706 and their relevance in estate tax planning.
Explain the criteria for electing portability of the DSUE and its impact on estate tax liability.
Analyze different valuation methods for estate assets and the implications for filing Form 706.
Evaluate the use of alternate valuation dates and the associated tax benefits.
Prepare a basic Form 706 with a focus on accurate reporting and compliance requirements.

2 IRS CE/2 NASBA CPE CREDIT
IRS Program #: 7Q3WU-T-00578-24-O

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Self-Study recording not available for NASBA CPE credit.