Tax

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IRS Form 706 Tax Return and Its Uses

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Georgia CLE Approved 1.5 Total
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Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Louisiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Carolina CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
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Nevada CLE Approved 1.5 Total
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Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Virginia CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Approved 1.5 Total
Arizona CPE for Accountants Approved 1.5 Total
New York CPE for Accountants Approved 1.5 Total
Washington CPE for Accountants Approved 1.5 Total
Wisconsin CPE for Accountants Approved 1.8 Total
Delaware Certified Paralegal Program Approved 1.5 Total
Enrolled Agent Approved 1 Total
Florida Registered Paralegal Approved 2 Total
Indiana Paralegal CLE Approved 1.5 Total
Montana CLE Credit for Paralegals Approved 1.5 Total
CPE for Accountants/NASBA Approved 1.5 Total
North Carolina Continuing Paralegal Education Approved 1.5 Total
New Mexico Paralegal Division, State Bar of Approved 1.5 Total
Ohio Certified Paralegals Approved 1.5 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1.5 Total
Live Online
1 hours 30 minutes
Lisa Casey Labelle
With Lisa A. Casey Labelle from Vacovec, Mayotte & Singer, LLP

Thu, Nov 05, 00:00 AM – 00:00 PM

Product ID 102699

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$229

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OnDemand content will be available within 7 days of event date.

Overview

From Portability Elections to Audit Triggers: A Practical Guide to Getting Form 706 Right

When should Form 706 be filed? Is there a reason not to get the automatic extension? How much supporting documentation should be provided? What simple mistakes can land you in hot water with the IRS? There's much uncertainty regarding Form 706 use that our experienced faculty are happy to clear up for you. Eliminate guesswork from your estate planning - register today!

  • Find out how to use Form 706 to make a portability election.
  • Review a sample return with commentary by experienced faculty.
  • Learn how much is too little or too much supporting documentation and what practices invite an audit.
  • Get a practical tax rules update and its implications for current and future estate plans.

Abbreviated Agenda

  1. Which Estates Must File IRS Form 706
  2. Form 706: Key Sections and Schedules (With a Sample Review)
  3. Filing Deadlines, Extensions, and Penalties
  4. Choosing Supplemental Materials and Attachments Carefully
  5. Making the Portability Election
  6. Tax Basis Reporting and Form 8971
  7. Generation-Skipping Exemption Allocation
  8. Valuation, Appraisal, Use of "Estimated Value"

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Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102699

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1.5 Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Louisiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Carolina CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Virginia CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Approved 1.5 Total
Arizona CPE for Accountants Approved 1.5 Total
New York CPE for Accountants Approved 1.5 Total
Washington CPE for Accountants Approved 1.5 Total
Wisconsin CPE for Accountants Approved 1.8 Total
Delaware Certified Paralegal Program Approved 1.5 Total
Enrolled Agent Approved 1 Total
Florida Registered Paralegal Approved 2 Total
Indiana Paralegal CLE Approved 1.5 Total
Montana CLE Credit for Paralegals Approved 1.5 Total
CPE for Accountants/NASBA Approved 1.5 Total
North Carolina Continuing Paralegal Education Approved 1.5 Total
New Mexico Paralegal Division, State Bar of Approved 1.5 Total
Ohio Certified Paralegals Approved 1.5 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1.5 Total
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Agenda

All times are shown in

  1. IRS Form 706 Tax Return and Its Uses

    1. Which Estates Must File IRS Form 706
    2. Form 706: Key Sections and Schedules (With a Sample Review)
    3. Filing Deadlines, Extensions, and Penalties
    4. Choosing Supplemental Materials and Attachments Carefully
    5. Making the Portability Election
    6. Tax Basis Reporting and Form 8971
    7. Generation-Skipping Exemption Allocation
    8. Valuation, Appraisal, Use of "Estimated Value"

Who Should Attend

The legal course is designed for attorneys. Accountants, fiduciaries, tax professionals, and paralegals may also benefit.

Speakers

Lisa A Casey Labelle
Lisa A.
Casey Labelle
Vacovec, Mayotte & Singer, LLP
Speaker bio
Lisa A Casey Labelle

Lisa A. Casey Labelle

Vacovec, Mayotte & Singer, LLP
Lisa Casey Labelle

is a partner at Vacovec, Mayotte & Singer, LLP where she concentrates her practice on estate planning services for a diverse client base ranging from young families executing an estate plan for the first time to high net-worth individuals. The latter routinely includes more complex planning strategies, such as generation-skipping trusts, spousal trusts, life insurance trusts, and annual gift trusts (commonly called "Crummey" trusts). Ms. Labelle also prepares gift tax returns to ensure adequate reporting to the IRS of such gifting strategies. She also provides trust and estate administration services, including the preparation of estate tax returns, fiduciary income tax returns, and trust and estate accountings. In her prior capacity as a professional trustee for a group of family trusts benefiting multiple generations, Ms. Labelle frequently dealt with questions of proper trust administration and the income and gift tax consequences arising from trustee actions. Her experience in preparing tax returns allows her to apply her knowledge of the Internal Revenue Service Code and Treasury Regulations to her clients' real-world scenarios yielding. the most favorable outcomes for them. She is admitted to practice law in Massachusetts, Florida and New York. Ms. Labelle earned her B.A. degree from Dartmouth College, her J.D. degree from Cornell Law School and her LL.M. degree in taxation from Boston University School of Law.

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