Preparing Form 709 - Line-by-Line (2 hours)

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Aug 5, 2020

Registration: 10:00 AM / Program: 10:30 AM - 12:17 PM Pacific Time


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


Tax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in preparing the federal estate tax return, Form 706; the federal gift tax return, Form 709; and the decedent’s final federal income tax return, Form 1040.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to

Designed For

CPAs, EAs, and attorneys


* Identify the major components of Form 709

* Identify compliance issues

* Recognize the importance of the information items and questions on Form 709

* Understand proper asset valuation compliance

* Understand split gift compliance

* Understand tax calculation

Major Subjects

*How to prepare a federal gift tax return (Form 709)

* How to comply with “Portability”

* Issues involved in the preparation of the decedent’s final federal income tax return

(Form 1040)

* Various postmortem estate planning issues involved in the preparation of the

above-mentioned tax returns

* Complete understanding of estate and gift taxation

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email