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Live Webcast Replay

The Preparation of Form 706 and 709 – Line-by-Line


Total Credits: 4 including 4 Taxes - Technical

Average Rating:
   5
Category:
Tax |  IRS Approved
Faculty:
Arthur Werner
Course Levels:
Basic
Duration:
4 Hours
License:
Access for 30 day(s) after program date.

Dates


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

Faculty

Arthur Werner's Profile

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

Thu, Sep 23, 2021 - 02:00pm to 05:41pm EDT
Fri, Oct 08, 2021 - 10:00am to 01:41pm EDT
Mon, Oct 18, 2021 - 02:00pm to 05:41pm EDT
Tue, Nov 09, 2021 - 10:00am to 01:41pm EST
Wed, Nov 24, 2021 - 02:00pm to 05:41pm EST
Thu, Dec 02, 2021 - 10:00am to 01:41pm EST
Thu, Dec 16, 2021 - 02:00pm to 05:41pm EST
Fri, Jan 14, 2022 - 10:00am to 01:41pm EST
Mon, Jan 24, 2022 - 02:00pm to 05:41pm EST
Wed, Feb 09, 2022 - 10:00am to 01:41pm EST
Fri, Feb 25, 2022 - 02:00pm to 05:41pm EST
Thu, Mar 10, 2022 - 10:00am to 01:41pm EST
Mon, Mar 21, 2022 - 02:00pm to 05:41pm EDT
Tue, Apr 05, 2022 - 10:00am to 01:41pm EDT
Thu, Apr 21, 2022 - 02:00pm to 05:41pm EDT
Wed, May 04, 2022 - 10:00am to 01:41pm EDT
Mon, May 23, 2022 - 02:00pm to 05:41pm EDT
Fri, Jun 10, 2022 - 10:00am to 01:41pm EDT
Tue, Jun 28, 2022 - 02:00pm to 05:41pm EDT
Thu, Jul 07, 2022 - 10:00am to 01:41pm EDT
Fri, Jul 22, 2022 - 02:00pm to 05:41pm EDT
Mon, Aug 08, 2022 - 10:00am to 01:41pm EDT
Thu, Aug 25, 2022 - 02:00pm to 05:41pm EDT
Thu, Sep 08, 2022 - 10:00am to 01:41pm EDT
Fri, Sep 30, 2022 - 02:00pm to 05:41pm EDT
Fri, Oct 14, 2022 - 10:00am to 01:41pm EDT
Mon, Oct 31, 2022 - 02:00pm to 05:41pm EDT
Wed, Nov 02, 2022 - 10:00am to 01:41pm EDT
Fri, Nov 18, 2022 - 02:00pm to 05:41pm EST
Mon, Dec 05, 2022 - 10:00am to 01:41pm EST
Tue, Dec 27, 2022 - 02:00pm to 05:41pm EST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, EAs, attorneys, and other tax professionals 
Original Recording Date 08/2021
Yellow Book
Course Developer Art Werner
Date Added to Catalog 08/16/2021

Additional Information

Complaint Resolution Policy

Please 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. 


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