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    Oct

    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

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