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Dive into strategies for preparing an estate tax return and achieving the most successful results for clients during an audit, including compliance and planning opportunities with the portability election. Learn about the weaknesses in IRS arguments, how to secure the best appraisal results and how to effectively make portability elections. Additionally, explore the counter arguments for IRS challenges to FLPs, formula clauses, promissory note valuation and allowable deductions. Other topics include avoiding traps in both planning and preparing Form 706; best use of administrative expense deductions; achieving the best audit results; and staying on top of refund claims. Attendees will have the opportunity to shape the course by requesting topics they want discussed. These topics will either be integrated into the pre-set points the instructor plans to cover or added as special points for discussion in class.
Course materials include the instructor's award-winning book and latest supplement, "Estate Planning At The Movies®—The Art of the Estate Tax Return," which delivers best practices and cutting-edge strategies for estate tax savings. The course text published by Bloomberg, BNA Books, references more than 200 motion pictures related to class topics. The author and publisher have made these course materials available at a specially discounted price. The book and supplement provide valuable resources. It is not possible to cover the book in its entirety during the class. There is a required $95 course materials fee charged at checkout.
Note: Webcast participants will receive course materials in e-book format.
Laptop and course materials must be brought to class.
This course will adjourn at 4 p.m.
Familiarity with estate tax return preparation and estate planning.
Attorneys, CPAs and tax practitioners with experience related to Form 706 who wish to prepare significantly more effective estate tax returns.