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      Oct

      24

      Preparing Estate Tax Returns, Part I

      1 PM EDT

      This program will provide an introduction to several key concepts related to the preparation and filing of estate tax returns. Panelists will discuss how to determine if you need to file an estate tax return, whether a Form 8971 needs to be filed as well, how to value the estate for purposes of the return, how to complete Schedules A through I of Form 706, portability, and more.

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      Preparing Estate Tax Returns, Part I

      Event Details

      Duration

      90

      Format

      Webinar

      Date

      Oct 24, 2023

      2023-10-24T13:00:00-04:00 2023-10-24T14:30:00-04:00 Preparing Estate Tax Returns, Part I

      This program will provide an introduction to several key concepts related to the preparation and filing of estate tax returns. Panelists will discuss how to determine if you need to file an estate tax return, whether a Form 8971 needs to be filed as well, how to value the estate for purposes of the return, how to complete Schedules A through I of Form 706, portability, and more.

      Speakers

      Claire Carrabba

      Day Pitney LLP

      James Dougherty

      Dungey Dougherty PLLC

      Sponsors

      Section of Real Property, Trust and Estate Law

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