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Who should attend Form 706: Estate Tax Return Fundamentals - By Compliance Global Inc.
Attorneys, CPAs, Anyone who advises people with wealth Individuals who have significant wealth
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Seminar Summary:

Get an understanding on how the estate tax form 706 works, proper tax preparation training and about tax courses online (see full course description)

 
 
 

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print the agenda print agenda for the Form 706: Estate Tax Return Fundamentals - By Compliance Global Inc. seminar

 

Training Course Syllabus:


Overview

Americans have been able to accumulate wealth. It is estimated more than $10 trillion dollars in wealth will be transferred over the next 15 years. If a person has been fortunate to amass significant wealth, the government imposes a tax when the person transfers their wealth at death.

In 2015, if a person’s gross estate plus adjusted taxable gifts equals or exceeds $5.43 million in value, a Form 706 must be filed. In the webinar, you will learn the tax preparation training rules applicable to properly preparing and filing 706 tax return. The webinar will cover which assets are subject to tax, the available deductions and major elections. Each schedule required to be filed with Form 706 will be discussed.

The webinar will provide you with a working understanding of how the estate tax works, tax courses online and proper reporting.

Why Should You Attend

For 100 years, the government has imposed a transfer tax on property transferred at death. The tax is called the estate tax. Since transfer taxes are different from income tax calculator, most people do not understand how the estate tax form 706 works.

If you or someone you know has been fortunate enough to amass wealth during their lifetime, understanding how the estate tax works is critical to planning ways of avoiding the tax. While everyone has a gross estate, not everyone will be subject to the estate tax. In fact, most people will not have to file an estate tax return.

During the webinar, you will learn who is required to file an estate tax return. For those people who have to file, you will learn what assets are subject to estate tax, what deductions are available, how the estate tax is computed, and available credits to reduce the tax.

The webinar will cover what information must be included with the return, so proper disclosures are made. The portability election will be covered, which will enable a couple to transfer significant wealth without incurring an estate tax. If you or someone you know has significant wealth, this webinar will help you minimize taxes.

Areas Covered in this Webinar

Application of the Estate Tax
Probate and Nonprobate Assets
Steps in Computing Estate Tax
Filing Requirements
Computing the Gross Estate

Assets Owned at Death
Probate Estate – Schedules A, B, C and F
Life Insurance – Schedule D
Joint Tenancy – Schedule E
Powers of Appointment – Schedule H
Annuities and Retirement Plans – Schedule I
Retained Interests – Schedule G
Three-Year Rule
Valuation Issues
Deductions From Gross Estate

Funeral and Administrative Expenses – Schedule J
Debts of Decedent – Schedule K
Losses – Schedule L
Marital Deduction – Schedule M (Including Portability)
Charitable Deduction – Schedule O
Elections

Alternative Valuation Date
Special Use Valuation
Installment Payments

Learning Objectives

Who is subject to the estate tax?
When is Form 706 required to be filed?
What assets comprise the gross estate and how are those assets valued?
What deductions are available?
How is the tax computed?
Availability of credits to reduce the tax

Who Will Benefit

Attorneys
CPAs
Anyone who advises people with wealth
Individuals who have significant wealth

Speaker Profile

Robert E. Barnhill, III, is an Attorney, Certified Public Accountant, Personal Financial Specialist and Certified Financial Planner designee from Lubbock, Texas, where he practices in the areas of Estate, Retirement, and Individual Tax Planning.

Bob graduated from Texas Tech University in 1976 with a Bachelor of Business Administration and in 1980 with a Master of Business Administration and a Doctor of Jurisprudence. Bob graduated Magna Cum Laude from Law School and was named to the Order of the Coif. Bob worked for two years with the Private Business Advisory Services department of the Dallas office of Peat, Marwick, Main.

Upon returning to Lubbock, he worked for two law firms before starting his own solo practice in 1985. Since 1986, he has served as an adjunct professor at Texas Tech University in the Colleges of Business Administration and Human Sciences. Bob has taught: Management and the Business Environment, Administrative Policy, Business Enterprises, Retirement Planning, Estate Planning, and is currently teaching Advanced Individual Taxation in the Personal Financial Planning Department.

He is President of L*I*V*E Speakers, Inc., a training and speaking firm. For the last twenty-nine years, Bob has taught courses for a variety of professional associations including the Texas Society of CPAs, the American Institute of CPAs, Surgent & Associates, and the Texas Extension Education Foundation, Inc.

Some of the courses Bob has taught are: Income Taxation of Estates and Trusts; Fiduciary Income Tax Return Workshop; Modern Approach to Fiduciary Accounting; Estate and Gift Taxation; Analysis and Role of Investments in Personal Financial Planning; Successful Financial Planning for Retirement; Executive Compensation: Structuring the Pay Package; Wealth Accumulation Planning; Wealth Utilization and Transfer; Fringe Benefit and Business Succession; and Current Employee Benefit Issues. Other books he has authored include Understanding Estate and Gift Taxation, Entities for Wealth Transfer, Business Law Trends, Special Issues in Business Law, Leadership: Today and Tomorrow and Accounting & Reporting for Estates and Trusts.

Robert has been involved in many professional and community associations. In 1989-90 and 2000-03, he served as President of the West Texas Chapter of the Financial Planning Association and in 1988-89, he served as the Chairman of the Small Business Committee of the Lubbock Chamber of Commerce. During 1996-97, he served as the International President of Toastmasters International and has received many awards as a Toastmaster.

Bob is a member of the American Bar Association, AICPA, TSCPA, National Speakers Association, and various other professional associations. In 1992, Bob was awarded the title of Accredited Speaker by Toastmasters International and has been named as an Outstanding Discussion Leader by the AICPA.

Seminar Summary:

Get an understanding on how the estate tax form 706 works, proper tax preparation training and about tax courses online (see full course description)

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