Live Webinar

Completing Form 706 and DSUE

May 5, 2026 1 CPE credits
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Course Details

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 […]

Date
May 5, 2026
Instructor
CPE Credits
1
Format
Live online webinar
Field of Study
Federal Taxation
Level
Basic
Course Number
YH1DR-T-00381-26-O
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