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PREPARING FORM 706:
The Federal Estate Tax Return
A Live Two-Hour Audio Seminar from CCH
Thursday, December 3, 2009 - 1 PM Eastern; Noon Central; 11 AM Mountain; 10 AM Pacific
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
Invite Colleagues, Customers, Prospects and Business Referral Sources to Join You!
Learn How to Prepare Federal Estate Tax Returns
This convenient and timely two-hour audio seminar on Thursday, December 3 addresses the preparation of Form 706, the U.S. Federal Estate Tax Return. Presented by noted estates and trusts practitioner, author and educator, Steven G. Siegel, J.D., LL.M., this session will provide an overview of the basic concepts and issues of estate taxation, and then give you a helpful line-by line analysis of what must be done to accurately complete the Form 706. You won’t want to miss this program with Mr. Siegel, an outstanding speaker and presenter, and his practical tips and suggestions on preparing estate tax returns.
Ask the Expert. To reinforce your understanding and get help on your most pressing issues, you will have opportunities to ask questions directly to Mr. Siegel live over the phone or via e-mail during the program.
Program Topics
Among the topics to be addressed by Steve Siegel are:
- Is a federal estate tax return required?
- Due dates and extensions — forms to file
- Preparing Form 706 Asset Schedules A through I
- Use of the Alternate Valuation Date
- Preparing Form 706 Deduction Schedules J through U
- Preparing Form 706 Schedules R and R-1: Generation-Skipping Transfer Tax
- Completing the return
- Installment payment of tax election: Section 6166
Learning Objectives
- Gain a practical understanding of the federal estate tax
- Understand the parts and schedules that make up the Form 706
- Know how to figure estate tax liability
SPECIAL BONUS
Register today for this insightful program on Thursday, December 3 at 1 PM Eastern, Noon Central; 11 AM Mountain; 10 AM Pacific.
About the Speaker:
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Steven G. Siegel, J.D., LL.M. (Taxation)
Steve Siegel is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a B.S. from Georgetown University, a J.D. from Harvard Law School, and an LL.M. in Taxation from New York University. He is the author of several books and is a nationally-recognized writer and speaker who has lectured extensively throughout the United States on tax, business and estate planning topics. Mr. Siegel has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. |
How the Audio Seminar Works
CCH’s live audio seminars require nothing more than a telephone connection. For the single per-site fee, you can have an unlimited number of listeners at your site participate, get up to speed and in-the-know on important topics, and get special bonus publications included with the seminar. Handout materials are provided in PDF format that you can download and copy for all those who will participate in the seminar at your location.
Practice Development Tip! Invite colleagues, business referral sources, clients and prospects to your office to listen in and participate on this seminar with you. They’ll appreciate your invitation to hear directly about this important topic.
Visit CCHGroup.com/AudioSeminars for more audio seminar topics, dates and times!
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Earn CPE Credit
- Two hours of CPE credit are available for an additional $25 per person wishing to receive a CPE certificate for their participation
- Course Level: Basic
- NASBA Field of Study: Taxes
- Prerequisites: None
- Learn More About CCH’s NASBA Registration
Special Bonus
Firms registering for this audio seminar will receive as a bonus the following publication:
Order CD Recordings of CCH Audio Seminars
If you are unable to attend this upcoming event and would like to order a recording—or if you would like to order recordings of past CCH Audio Seminars, please visit the CCH Audio Seminar Archive Library today.
Pricing:
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Site License: $249 — Registration includes one telephone connection at one location, one master set of handouts (with permission to make additional copies for the participants at your location), an unlimited number of people in one listening room can participate, and one seminar bonus publication per registered site. ($25 CPE fee additional for each person wishing to receive a CPE certificate for their participation.)
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CD Recording: $249 — The CD includes an audio recording of the event and handout materials in PDF format. Includes copy of seminar bonus publication with purchase. Available one week after the live audio seminar event. (Note: CPE credit is not available for the CD version of the presentation.)
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Site License and CD Recording Package: $349 — This specially-priced package provides you with the Site License access to the live audio seminar event AND the CD Recording.
Our Guarantee
If for any reason you are not completely satisfied with this program, we will provide a full refund - no questions asked!
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
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See the CCH Learning Center at cch.learningcenter.com. Choose from more than 250 courses!!
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