Estates & Gifts Form 706 & 709
eBook & DVD PackageProduct 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.
**Course was published in 2023**
Prerequisites
2-4 years tax preparation experience.Field of Study
Taxes-8.00NASBA Categories
TaxesCourse Level
IntermediateCourse 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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On Demand
An online, previously recorded course viewed at your convenience. The course is added to your TaxSpeaker account for instant access and includes: eBook, PDF of PowerPoint slides, downloadable course video, & (1) exam required for CPE credits.
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Ebook/DVD
A digital, downloadable PDF course manual & DVD package which includes: digital manual, DVD of course presentation, PDF of PowerPoint slides & (1) exam required for CPE credit. The DVD will be shipped to you and the manual/slides will be added to your TaxSpeaker account to download at your convenience.
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Manual/DVD
A physical, printed copy of our course manual and a course DVD. Included is: manual, DVD, PDF of PowerPoint slides, & (1) Exam required for CPE credit. The manual and DVD will be shipped to you; the slides will be added to your TaxSpeaker account to download at your convenience.
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Disclaimer
TaxSpeaker offers a 100% 30-day money-back guarantee upon returning the self-study materials, to any paid participant in any self-study program if you are not happy with your purchase. No refunds will be issued after the exam has been attempted or completed.
Continuing Education
Jennings Advisory Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor #108251
Jennings Advisory Group, LLC has entered into an agreement with the Return Preparer Office, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number 5KBKR.
ALL OF OUR TAX COURSES HAVE IRS APPROVAL UNLESS OTHERWISE NOTED**
