INSTANT DOWNLOAD: “Beyond the Numbers: (Preparing Forms 1041/706/709)”

Do You Know About the ImportantGift, Estate, and Income Tax Elections?

Help Your Clients Properly Prepare Form 1041, Form 706 and Form 709!

Whether you’re an attorney, CPA, financial advisor or other estate planning or tax professional, if you’re helping your clients complete IRS Form 1041, Form 706 and Form 709, it is imperative that you know about a number of key issues for the unwary.

This is why we have brought in 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 102-minute program, Bob will discuss important elections associated with IRS 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) charitable issues

• Section 691(c) issues
• Section 2013 PPT Credits

• Adequate disclosure rules
• Statute of limitations issues

• Section 2032(a) and alternative valuation date
• 754 partnership elections

• Understanding DNI
• Planning for Kenan gains

• And much more!

Your purchase includes an instantly downloadable MP4 video and audio recording, and PDF handout materials. A PDF transcript is available as an add-on for an additional fee.