Estates & Gifts Form 706 & 709

seminar
IRS Number: Pending

Registration Information:

Sponsor: Oregon Association of Independent Accountants
Phone: 503-282-7247
Website: http://www.oaia.net

Product Description

The class will cover the basics of the 709 Gift tax form and the 706 Estate tax form. Emphasis will be on the estate process, including titling of assets, and the details needed to fill out both forms.

 

 

Attendee Requirements

Call society/sponsor for location and hotel information as needed.

Location Details

Address(es):

webinar

Portland, OR

Prerequisites

2-4 years tax preparation experience.

Field of Study

Taxes-8.00

Hours

8

NASBA Categories

Taxes

Course Level

Intermediate

Course Objectives

The attendees to understand the underlying concepts of the gift tax, the generation skipping tax and the estate tax and the interaction with those taxes with each other.

Available Options

Seminar

A live event to be attended in person. Seminars include: printed book, eBook download, PDF of PowerPoint slides, light breakfast, lunch, & CPE credit.

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Speaker Details

Terry Bakker CPA, EA Terry Bakker CPA, EA

Disclaimer

All policies and registration and fees are established by society/sponsor.