ENG2213. Your Tax Prep Questions Answered: 706, 709, 1041 (PFP, EST, TAX)

To submit a question or participate in polling, click the link above. Forms 706 and 709 are both extensively filed and often times incorrect through insufficient disclosures. Preparing very few Forms 1041 can lead to errors as well. Your instructors believe there are NO stupid questions and invite you to bring your questions to this interactive session. In fact, the worst question is the one never asked.

Learning Objectives:

• Recognize the differences between Fiduciary Accounting Income and Distributable Net Income
• Estimate the amount and use of portability amounts
• Recall new IRS estate tax compliance procedures and opportunities
• Identify how to present returns to minimize audit risks