Webcast: Advanced Issues: The Art of the Estate Tax Return
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 46 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, traps to practitioners for unreported gifts during lifetime by the decedent, formula clauses, promissory note valuation and allowable deductions. Avoiding traps in both planning and preparing Form 706-best use of administrative expense deductions. Stay on top of refund claims-additional subjects as needed by attendees. n addition, you will receive a special update of recent events in 2021. Bring your computer or other screen-visual devices to access course materials. This course offers a great opportunity to ask questions of concern to you. Estate tax returns have been traps of "woe" for many practitioners. Don't prepare another estate tax return without taking this course and benefiting from the insights from the text materials you receive. Course materials include the instructor's award-winning book and the 2020 supplement, "Estate Planning At The Moviesr-The Art of the Estate Tax Return". There is an additional $90 fee for the course materials. Discounts programs can not be applied to this fee.
ASCPA Live Online Webcast
Phoenix, AZ 85034-6617