Course Information

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706 Preparation and Planning Part 5: Special Situations and Completing the Return (2008-2009 Edition)
Author: Sidney Kess and Barbara Weltman

Description:
706 Preparation and Planning Part 5: Special Situations and Completing the Return provides an overview of the generation-skipping transfer tax. It moves on to guide participants through calculating the estate tax. The course concludes with a discussion of completing the estate tax return, Form 706.

Topics covered include:

  • Generation-skipping transfer tax
  • Completing Schedules R and R-1
  • Recapitulation
  • Figuring the tax
  • Ministerial tasks
  • Avoiding errors and audit problems

Course Details:
Price:  $30.00
Field of Study:  Taxes
Prerequisites:  706 Preparation and Planning Part 4: Credits and Deductions to the Estate
Level:  Intermediate
Course was last updated on:  10/02/08
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Library:
Learning Center Core
Tax Return Preparation
Wealth Management

Technical Requirements:
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Credit Available For: Units
CPE 2.0 CPE
QAS 2.0 CPE
Enrolled Agent (Accepted by the IRS) 2.0 CPE
CTEC Federal 2.0 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.

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