Provides a comprehensive overview of estate planning strategies using Form 706 and Form 709, with a focus on portability and gift tax considerations. Participants will learn how to properly report estate and gift transfers, apply the deceased spousal unused exclusion (DSUE), and navigate key compliance requirements. The course emphasizes tax-saving strategies, proper election of portability, and best practices to ensure accurate estate and gift tax reporting.
- (800) 664-8297
- Contact Us