Webcast: Advanced Issues: The Art of the Estate Tax Return | 4201982E
Online registrations are currently closed, please call (602) 324-6847 for additional registration options
Strategies to prepare an estate tax return and achieve successful audit results, including compliance and planning opportunities with the portability election; delivered by a nationally-respected expert on federal estate tax returns with greater than 45 years' experience.
Uncover weaknesses in IRS arguments, how to secure the best appraisal results and effectively make portability elections. Explore counter arguments for IRS challenges to FLPs, formula clauses, promissory note valuation and allowable deductions. Avoiding traps in both planning and preparing Form 706. Best use of administrative expense deductions. Staying on top of refund claims. Additional subjects as needed by attendees.
Course materials include the instructor's award-winning book and latest supplement, "Estate Planning At The Movies®;The Art of the Estate Tax Return," available at a specially discounted price. Bring your computer or other screen-visual devices to access course materials.
Note: participants will receive course materials in e-book format.
ASCPA Live Online Webcast
Phoenix, AZ 85034-6617