Form 706 Preparation Part I: Overview Including Portability 25-26

Overview

This section of the 4-part series will cover basic form preparation of Form 706 and help participants develop a solid foundation in preparing the federal estate tax return. This section will cover running the engagement, administration issues and completion of pages 1-4 of the form, including portability election. For examples, worksheets and practice resources will be provided. Form 706 Series: Form 706 Preparation, Part 1: Overview Including Portability Form 706 Preparation, Part 2: Reporting Assets Form 706 Preparation, Part 3: Reporting Deductions Form 706 Preparation, Part 4: GST Schedule R, Form 8971, Payments & Credits