Trusts, Estates & Probate

4.32

IRS FORM 706 Tax Return for the Estate and Its Other Uses

Credits Available
Credit Status Total
Colorado CLE Approved 1 Total
Idaho CLE Upon Request 1 Total
Kentucky CLE Upon Request 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oregon CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
Washington CLE Approved 1 Total
OnDemand
58 minutes
Patti Spencer
With Patti S. Spencer from Spencer Law Firm LLC
Recorded October 26, 2023
Product ID 97562

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Overview

What You Need to Know About This Essential Tax Form

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.

Abbreviated Agenda

  • IRS FORM 706 Tax Return for the Estate and Its Other Uses

    • Related Topics

    Product ID 97562

    Credit Details

    Credits Available
    Credit Status Total
    Colorado CLE Approved 1 Total
    Idaho CLE Upon Request 1 Total
    Kentucky CLE Upon Request 1 Total
    Montana CLE Approved 1 Total
    North Dakota CLE Approved 1 Total
    New Hampshire CLE Approved 1 Total
    Nevada CLE Approved 1 Total
    New York CLE Approved 1 Total
    Oregon CLE Approved 1 Total
    Rhode Island CLE Upon Request 1 Total
    Washington CLE Approved 1 Total
    Select Jurisdiction
    CLE

    Agenda

    All times are shown in

    1. IRS FORM 706 Tax Return for the Estate and Its Other Uses

      1. When Do You Need to File Form 706, Should You Get the Automatic Extension?
      2. Preparing Form 706 for the Estate: Key Parts and Schedules (With a Sample Return Review)
      3. Anticipating the Audit: Choosing Supporting Information Carefully
      4. Top Form 706 Mistakes
      5. Portability Election and Other Uses of Form 706

    Who Should Attend

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

    Speakers

    Patti S Spencer
    Patti S.
    Spencer
    Spencer Law Firm LLC
    Speaker bio
    Patti S Spencer

    Patti S. Spencer

    Spencer Law Firm LLC
    Patti Spencer

    is an attorney with Metzger and Spencer, LLP and Spencer Law Firm LLC in Lancaster, Pennsylvania, where she provides experience and depth in estate planning, trust and estate administration, complex tax consulting, charitable gift planning, wealth transfer vehicles and retirement plan consulting, and expert witness testimony. Ms. Spencer taught estate and gift tax for eight years as an adjunct professor at Boston University in the LL.M. program, and also was a former professor of trusts and estates at Boston University School of Law. In addition, she has spoken numerous times on topics related to her areas of expertise. Ms. Spencer is the author of a weekly column Taxing Matters, which appeared in the Lancaster Intelligencer Journal's Business Monday Section for 14 years. She also has written Pennsylvania Estate Planning, Wills and Trusts Library: Forms and Practice Manual, Data Trace, which is updated annually. Ms. Spencer earned her B.A. degree from Dickinson College, her J.D. degree from Boston University, and her LL.M. degree from Boston University. She is a fellow of the American College of Trust and Estate Counsel.

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