The Preparation of Form 706 and 709 – Line-by-Line
Total Credits: 4 including 4 Taxes - Technical
- Average Rating:
- 58
- Categories:
- Tax | IRS Approved
- Faculty:
- Arthur Werner
- Course Levels:
- Basic
- Duration:
- 4 Hours
- License:
- Access for 30 day(s) after program date.
Description
Tax compliance issues in estate and gift taxation are sometimes confusing to practitioners because many lack experiences in this area. This course, the second part of a 2-part series (6 CPE hours in total), provides the practitioner with a “hands-on” understanding as to how to prepare both the Federal Form 706 (Estate Tax return) and the Federal Form 709 (Gift Tax return). The participants will be shown how to properly prepare these returns “line-by-line”. Mastering this course will allow the practitioner to gain confidence in preparing these difficult tax returns.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
Basic Course Information
Learning Objectives- To provide a line-by-line understanding of the tax compliance issues in preparing the Federal Forms 706 and 709 so that the practitioner will able to successfully add this compliance are to their practice
Major Subjects
- Overview of the Federal Form 706
- Overview of the Federal Form 709
- How to prepare a federal estate tax return (Form 706)
- How to prepare a federal gift tax return (Form 709)
- How to comply with “Portability” Coordination of the various issues involved in the preparation of the decedent’s final federal income tax return (Form 1040)
- Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase |
| IRS CE Credit Request Form (137 KB) | Available after Purchase |
| Form 706 (875.3 KB) | Available after Purchase |
| Form 709 (250.8 KB) | Available after Purchase |
| Slides Handout (2.5 MB) | Available after Purchase |
Faculty
Arthur Werner Related seminars and products
Werner-Rocca Seminars, Ltd.
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Dates
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Fri, Jun 02, 2023 - 10:00am to 01:41pm EDT
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Sat, Jun 10, 2023 - 12:00pm to 03:41pm EDT
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Fri, Jun 16, 2023 - 10:00am to 01:41pm EDT
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Fri, Jun 30, 2023 - 10:00am to 01:41pm EDT
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Thu, Jul 20, 2023 - 03:00pm to 06:41pm EDT
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Fri, Jul 28, 2023 - 10:00am to 01:41pm EDT
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Fri, Aug 11, 2023 - 10:00am to 01:41pm EDT
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Sat, Aug 12, 2023 - 12:00pm to 03:41pm EDT
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Wed, Aug 23, 2023 - 01:00pm to 04:41pm EDT
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Fri, Sep 08, 2023 - 10:00am to 01:41pm EDT
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Fri, Sep 22, 2023 - 10:00am to 01:41pm EDT
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Fri, Oct 06, 2023 - 10:00am to 01:41pm EDT
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Sat, Oct 14, 2023 - 12:00pm to 03:41pm EDT
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Tue, Oct 17, 2023 - 02:00pm to 05:41pm EDT
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Fri, Nov 03, 2023 - 10:00am to 01:41pm EDT
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Wed, Nov 08, 2023 - 03:00pm to 06:41pm EST
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Fri, Dec 01, 2023 - 10:00am to 01:41pm EST
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Sat, Dec 09, 2023 - 12:00pm to 03:41pm EST
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Fri, Dec 15, 2023 - 10:00am to 01:41pm EST
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Fri, Dec 29, 2023 - 10:00am to 01:41pm EST
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Fri, Jan 12, 2024 - 10:00am to 01:41pm EST
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Thu, Jan 25, 2024 - 04:00pm to 07:41pm EST
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Fri, Feb 09, 2024 - 10:00am to 01:41pm EST
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Sat, Feb 10, 2024 - 12:00pm to 03:41pm EST
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Fri, Feb 23, 2024 - 10:00am to 01:41pm EST
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Wed, Mar 13, 2024 - 12:00pm to 03:41pm EDT
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Fri, Mar 22, 2024 - 10:00am to 01:41pm EDT
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Fri, Apr 05, 2024 - 10:00am to 01:41pm EDT
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Sat, Apr 13, 2024 - 12:00pm to 03:41pm EDT
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Fri, Apr 19, 2024 - 10:00am to 01:41pm EDT
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Thu, May 02, 2024 - 01:00pm to 04:41pm EDT
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Fri, May 17, 2024 - 10:00am to 01:41pm EDT
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Fri, May 31, 2024 - 10:00am to 01:41pm EDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For CPAs, EAs, attorneys, and other tax professionals
Original Recording Date 08/2021
Yellow Book No
Course Developer Art Werner
Date Added to Catalog 08/16/2021
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Promo Video
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