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Here are some of the important problem-solving, practical solutions you’ll get when you attend:
- Prepare accurate 706 returns no matter what happens to the estate tax
- Understand what could happen if retroactive legislation is enacted
- Find out about the executor’s new power
- See why beneficiaries may have to wait years to inherit
- Comprehend the issues involved when A/B trusts leave the “maximum amount that will not create a tax liability”
- Be ready to amend trust agreements to avoid 2010 death problems
- Learn about the new basis rules for decedents dying in 2010
- See how California’s nonconformity works — no, we don’t conform!
- Help the executor/trustee make the best decisions when allocating basis to beneficiaries
- Investigate a huge problem: A/B trusts don’t qualify for the new $3 million step up
- See when to redraft A/B trusts
Register now and:
- Learn how to correctly prepare Form 706
- See which trusts must be amended to avoid disaster in a 2010 death
- Compute basis on assets when decedent dies in 2010
- Understand the impact of potential retroactive legislation
- Build your practice with estate tax work
- Use elections to save estate tax
- See what areas IRS audits on Form 706
- Get a schedule-by-schedule explanation of the estate tax return
Seminar price: $219 — includes free parking, continental breakfast, and lunch
Other Estate and Trust CPE Self-Study Courses:
- Death and Taxes Workshop: Form 1041 and 541 Trust Tax Preparation more
- Key Estate and Trust Planning Issues more
- California Estates and Trusts more
- What You Need to Do When a Client Dies more
- Valuing Assets for Estate and Gift Tax Purposes Gift Planning more
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