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SUMMARY: Surgent's Successfully Completing an Estate Tax Return -- Form 706 (2 hours)
DESCRIPTION: Since the early 2000s\, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless\, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding an affordable\, competent specialist who you trust to work with you and your client may be difficult. Learning the basics of the tax and how to complete the form will give you confidence to help your clients navigate that difficult time. NOTE: This course qualifies for IRS CE (PTIN) credit. To receive IRS CE credit\, please email your PTIN to profdev@orcpa.org at the end of the course. Surgent will report credit at the end of each quarter.If you have questions\, you can contact Professional Development at 503-641-7200\, ext. 3 or email <a href="mailto:profdev@orcpa.org">profdev@orcpa.org</a>.
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