Do You Know About the Important
Gift, Estate, and Income Tax Elections?
Help your clients properly prepare Form 1041, Form 706 and Form 709!
Join us and nationally renowned CPA and tax expert, Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a special presentation entitled, “Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections (Preparing Forms 1041/706/709)”.
During this 90-minute program, Bob will discuss important elections associated with Forms 709, 706, and 1041. The focus of this course will be reviewing returns and identifying key issues, including:
- Gift splitting elections
- Reverse QTIP elections
- Electing out of automatic GST allocations
- Valuation issues
- 5-year 529 plan elections
- Section 2642(c) chartible issues
- Section 691(c) issues
- Section 2013 PPT Credits
- Adequate disclosure rules
- Statute of limitations issues
- Section 2032A and alternative valuation date
- 754 partnership elections
- Understanding DNI
- Planning for Kenan gains
- And much more!
Your purchase includes: Downloadable PDF handout materials and MP3 audio recording. A PDF transcript may be added on for an additional fee during the checkout process.