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. Required returns and portability-only election returns will be discussed in depth.
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; how to select and communicate with appraisers; 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 to be covered. These topics will either integrate into the pre-set points the instructor plans to include 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 to attendees. The premium additional investment you make for these award-winning course materials are available to attendees at greater than a 60% discount from the published rate. The book and supplement provide valuable resources. It is not possible to cover the book in its entirety during the class.
The book and supplement are provided in pdf format at the lowest price anywhere! Remember to bring your computer or other screen-visual access course materials.
Note: Webcast participants will receive course materials in e-book format.