CPE Course Surgent's Successfully Completing an Estate Tax Return -- Form 706 (F706)

January 30, 2019

1:00 PM — 3:00 PM

Location Webinar

Member Price $89.00
Non-member Price $119.00

Curriculum Taxation

Field of Interest

Level Advanced

Designed For

Any tax practitioner who wishes to understand how to assist clients with filing a federal estate tax return


  • How to navigate and successfully complete a simple federal estate tax return


  • Changes to the IRS Form 706
  • How to successfully navigate the form
  • The ins and outs of the “portability” rules, including how the rules actually work using common examples
  • Income tax consequences
  • How to avoid malpractice traps
  • Overlooked GST issues



Basic understanding federal income and transfer taxes


Surgent McCoy CPE, LLC

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