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Beyond The Numbers: Understanding The Important Gift, Estate, and Income Tax Elections - Preparing Forms 1041 / 706 / 709



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Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections

In this fast-paced webinar Bob will discuss important elections associated with Form 709, 706, and 1041. The focus of this course will be reviewing returns and identifying key issues.

  • Gift splitting elections
  • Reverse QTIP elections
  • Electing out of automatic GST allocations
  • Valuation issues
  • 5-year 529 plan elections
  • Section 2642(c) chartible issues
  • Section 691(c) issues
  • Section 2013 PPT Credits
  • Adequate disclosure rules
  • Statute of limitations issues
  • Section 2032A and alternative valuation date
  • 754 partnership elections
  • Understanding DNI
  • Planning for Kenan gains
  • And MUCH more


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