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.