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PRODID://NDCP//417543
BEGIN:VEVENT
DTSTAMP:20260506T015045
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DTSTART:20260205T180000Z
DTEND:20260205T200000Z
UID:417543
SUMMARY:Surgent's Successfully Completing an Estate Tax Return -- Form 706 (F706)
LOCATION:Webinar
DESCRIPTION:Surgent's Successfully Completing an Estate Tax Return -- Form 706 (F706)\n\n02/05/26 12:00 PM CST\n - 02/05/26 02:00 PM CST\Description:\nSince the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding an affordable, competent specialist who you trust to work with you and your client may be difficult. Learning the basics of the tax and how to complete the form will give you confidence to help your clients navigate that difficult time.Objectives:
 Understand how to navigate and successfully complete a simple federal estate tax return
 Presenters:Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMAField of Study:Taxes (2)Major Topics:
 Changes to the IRS Form 706
 How to successfully navigate the form
 The ins and outs of the “portability” rules, including how the rules actually work using common examples
 Income tax consequences
 How to avoid malpractice traps
 Overlooked GST issues
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Successfully Completing an Estate Tax Return -- Form 706 (F706)<br /><br />02/05/26 12:00 PM CST - 02/05/26 02:00 PM CST<br />Description:<br />Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding an affordable, competent specialist who you trust to work with you and your client may be difficult. Learning the basics of the tax and how to complete the form will give you confidence to help your clients navigate that difficult time.<br><br><b>Objectives:</b><br><ul style="list-style-type: disc;">
    <li>Understand how to navigate and successfully complete a simple federal estate tax return</li>
</ul><br><b>Presenters:</b><br>Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul style="list-style-type: disc;">
    <li>Changes to the IRS Form 706 </li>
    <li>How to successfully navigate the form</li>
    <li>The ins and outs of the &ldquo;portability&rdquo; rules, including how the rules actually work using common examples</li>
    <li>Income tax consequences</li>
    <li>How to avoid malpractice traps </li>
    <li>Overlooked GST issues</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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DESCRIPTION:Reminder
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