INSTANT DOWNLOAD: “Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections (Preparing Forms 1041/706/709)”

The Critical Tax Elections You Can’t Afford to Miss!

Master IRS Forms 1041, 706 & 709 and Avoid Costly Mistakes & Protect Your Clients

If you prepare or review IRS Forms 1041, 706, or 709, you know that one wrong election can cost your clients thousands — if not millions — in unnecessary taxes. From gift splitting to reverse QTIP elections to GST allocation mistakes, the stakes are high. 
 
This is why we have brought in nationally renowned CPA and tax expert, Robert Keebler, CPA/PFS, MST, AEP (Distinguished),  for a must-watch 95-minute masterclass entitled, “Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections (Preparing Forms 1041/706/709)”.  

What You’ll Learn: 

• Gift Splitting & Reverse QTIP Elections (when and how to use them).

• Electing Out of Automatic GST Allocations (and common traps to avoid)!

• Key Valuation Issues (including critical IRS considerations).

• 5-Year 529 Plan Elections (and how to maximize tax benefits)!

• When it makes sense to use Alternative Valuation Date (Section 2032A).

• How to effectively use Section 754 Partnership Elections.

• Advanced tax-saving insights, including DNI & Kenan Gains Planning.

• AND MUCH MORE! 

Your purchase includes an instantly accessible video, audio recording, and PDF handout materials. A PDF transcript is available as an add-on for an additional fee.