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PRODID://NDCP//517622
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DTSTAMP:20260430T114457
VTIMEZONE:America/Chicago
DTSTART:20261118T150000Z
DTEND:20261118T170000Z
UID:517622
SUMMARY:Surgent's Preparing the Federal Estate Tax Return (Form 706): A Practical Guide (ETR2)
LOCATION:Webinar
DESCRIPTION:Surgent's Preparing the Federal Estate Tax Return (Form 706): A Practical Guide (ETR2)\n\n11/18/26 09:00 AM CST\n - 11/18/26 11:00 AM CST\Description:\nEven though federal estate tax applies to a limited number of decedents, practitioners may still be responsible for guiding clients through reporting obligations when taxable estates arise. Understanding how the estate tax system operates and how the return is organized allows practitioners to manage filings confidently, recognize when specialized support is needed, and avoid costly errors. This course introduces the structure of the federal estate tax return and the decision points involved in completing a straightforward filing.Objectives:
 Recognize when a federal estate tax return is required
 Gather and categorize information needed to prepare Form 706
 Apply portability and exemption concepts to typical client scenarios
 Complete a basic estate tax return and supporting schedules
 Presenters:Daniel JohnsonField of Study:Taxes (2)Major Topics:
 Overview of the current Form 706 structure and recent reporting updates
 Organizing asset, debt, and deduction information for return preparation
 Application of spousal transfer rules and portability elections in practice
 Interaction between estate tax reporting and post-death income tax issues
 Common compliance risks and strategies for reducing professional liability
 Identification and reporting of generation-skipping transfer exposures
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Preparing the Federal Estate Tax Return (Form 706): A Practical Guide (ETR2)<br /><br />11/18/26 09:00 AM CST - 11/18/26 11:00 AM CST<br />Description:<br />Even though federal estate tax applies to a limited number of decedents, practitioners may still be responsible for guiding clients through reporting obligations when taxable estates arise. Understanding how the estate tax system operates and how the return is organized allows practitioners to manage filings confidently, recognize when specialized support is needed, and avoid costly errors. This course introduces the structure of the federal estate tax return and the decision points involved in completing a straightforward filing.<br><br><b>Objectives:</b><br><ul>
    <li>Recognize when a federal estate tax return is required</li>
    <li>Gather and categorize information needed to prepare Form 706</li>
    <li>Apply portability and exemption concepts to typical client scenarios</li>
    <li>Complete a basic estate tax return and supporting schedules</li>
</ul><br><b>Presenters:</b><br>Daniel Johnson<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Overview of the current Form 706 structure and recent reporting updates</li>
    <li>Organizing asset, debt, and deduction information for return preparation</li>
    <li>Application of spousal transfer rules and portability elections in practice</li>
    <li>Interaction between estate tax reporting and post-death income tax issues</li>
    <li>Common compliance risks and strategies for reducing professional liability</li>
    <li>Identification and reporting of generation-skipping transfer exposures</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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DESCRIPTION:Reminder
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