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DSUE and Form 706

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This on-demand webinar is designed for tax professionals seeking best practices for the reporting of DSUE and the planning process for retirement accounts and gifting. Presented by Randy Adams, EA, MSA, and experienced tax preparation instructor since 2011, the session provides valuable insights into topics such as annual exclusions, portability, generation-skipping transfers, and Form 706. This webinar serves as a comprehensive guide for tax professionals who want a thorough understanding of managing assets from trust and estates for their clients.

Last Revision: September 2024

$16.00
  
Picture of DSUE and Form 706

Prerequisites

Prerequisites are not necessary to participate in this webinar and no advance preparation is needed.

Course Description

This on-demand webinar is designed for tax professionals seeking best practices for the reporting of DSUE and the planning process for retirement accounts and gifting. Presented by Randy Adams, EA, MSA, and experienced tax preparation instructor since 2011, the session provides valuable insights into topics such as annual exclusions, portability, generation-skipping transfers, and Form 706. This webinar serves as a comprehensive guide for tax professionals who want a thorough understanding of managing assets from trust and estates for their clients.

Learning Objectives

  • Review reporting of DSUE and its extension of time to file
  • Look at portability and when it can be used effectively
  • Discuss tax planning regarding Retirement accounts & gifting
  • Analyze taxable events and when Form 706 is needed

CPE Facts

Affiliation* CPE Awarded Delivery Method Field of Study Course ID Sponsor ID
NASBA 1 Self-Study Taxes N/A 103137
CTEC 1/0 Self-Study Federal Tax Law 3038-CE-0372 3038
IRS 1 Self-Study Federal Tax Law FQTGU-T-00689-24-S FQTGU
Texas State Board of Accountancy 1 Self-Study Taxes 100456 002921
Pennsylvania State Board of Public Accountancy 0.5 Self-Study (Non-Interactive) Taxes N/A

* Individuals with other professional credentials should check with their state licensing board or accrediting organization to determine if this program meets their continuing education requirements.

Other Details
Last Revision September 2024
Course Expiration The CPE portion of this course expires one year from date of purchase
DrakeCPE Course Policies and CPE Affiliations
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