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Completing Form 706 and DSUE

Session details Published session date May 5, 2026 Starts 2 PM Ends 3 PM Presenter Randy Adams Published credits 1 Program number YH1DR-T-00381-26-O Field of study Federal...

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February 18, 2026: Originally published
1 min: Estimated reading time
Webinar: Content type

Session details

Published session date: May 5, 2026
Starts: 2 PM
Ends: 3 PM
Presenter: Randy Adams
Published credits: 1
Program number: YH1DR-T-00381-26-O
Field of study: Federal Taxation
Level: Basic

This course provides practical, step-by-step guidance on completing Form 706, with a focus on calculating and electing the Deceased Spousal Unused Exclusion (DSUE) amount. Participants learn how to properly report assets, deductions, portability elections, and common elections required to preserve estate tax benefits for the surviving spouse. The course emphasizes accuracy, compliance, and documentation standards to avoid errors that can jeopardize portability under Internal Revenue Service rules.

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