Course Information

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706 Preparation and Planning Part 1: Tax Fundamentals (2008-2009 Edition)
Author: Sidney Kess and Barbara Weltman

Description:
706 Preparation and Planning Part 1: Tax Fundamentals provides an introduction to estate tax return preparation. It provides an overview of Form 706 and the general administrative issues regarding filing the return. The course is designed help the professional understand how to accurately administer the Form 706 process.

Topics covered include:

  • when a Form 706 is required
  • filing requirements
  • when the tax must be paid
  • signing of the tax return
  • documents attached to the tax return
  • gross estate and probate estate
  • alternate valuation
  • parts and schedules of Form 706
  • basic information required on Form 706

Course Details:
Price:  $45.00
Field of Study:  Taxes
Prerequisites:  None
Level:  Overview
Course was last updated on:  08/29/08
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Library:
Learning Center Core
Tax Return Preparation
Wealth Management

Technical Requirements:
To view and print downloadable content files available in this program, you will need Adobe Acrobat Reader. You can download the free Reader plugin at Adobe's website by clicking on the icon below, then following the instructions for installation on your computer.
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Credit Available For: Units
CPE 3.0 CPE
QAS 3.0 CPE
Enrolled Agent (Accepted by the IRS) 3.0 CPE
CTEC Federal 3.0 CE

Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.

User Reviews
Reviewer: William H. submitted on 12/19/2008
Information followed form 706 logically.
Reviewer: Fan C. submitted on 11/07/2008
The questions throughout the lesson.
Reviewer: Ralph M. submitted on 11/01/2008
Easy to read and understand.
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