2024-25 Estate & Gift Tax Compliance With Line-by-Line Illustration

Including Federal, NY, NJ, & CT With A Line-By-Line Explanation
(Full-Day or 2 Half-Days)


CATEGORY: Taxation

SPEAKER: Arthur J. Werner, Esq.

DATE: Any Full Day or 2 Half-Days Mon.-Thurs. July 15-18
or Any Full Day or 2 Half-Days Mon.-Thurs. Aug. 19-22
or Any Full Day or 2 Half-Days Mon.-Thurs. Sep. 9-12

TIME: Full Day Option: 8:50 A.M. - 5:10 P.M. Eastern 8:50 - 10:45 Welcome & Lecture
10:45 - 11:00 Coffee Break
11:00 - 12:30 Lecture
12:30 - 1:30 Lunch (on your own)
1:30 - 3:15 Lecture
3:15 - 3:30 Coffee Break
3:30 - 5:00 Lecture
5:00 - 5:10 Wrap-up

Half Day Option: View Anytime Between 9AM-5PM Eastern on each day.

LOCATION: All New (2024) Pre-Recorded Webinar With Live Q&A

This seminar reviews and updates the latest rules for Federal estate tax compliance as well as the co-ordination with NYS, NJ & CT estate tax compliance rules. This seminar includes a line-by-line discussion of all the relevant forms - the instructor will show all the forms on the screen and clearly demonstrate how to complete them properly. This is a truly unique and must-attend seminar.

Topics & Learning Objectives Include:

  • Selected Internal Revenue Codes: Sections 2031 through 2038
  • Estate Tax Calculations – Gross and Net Estate
  • State Estate Returns – In General
  • NYS Estate Return and Rules
  • CT Estate Return and Rules
  • Line-by-Line Illustration and Explanation:
  • Form 706 – Federal Estate Tax Return
  • Form 709 – Federal Gift Tax Return
  • NYS Form ET-706 – NYS Estate Tax Return
  • CT Form CT-706/709 – CT Estate and Gift Tax Return
  • NJ Form IT-R—NJ Inheritance Tax Return
  • Generation Skipping Transfer Tax

    Arthur Werner is one of the most prominent Federal Tax lecturers in the nation, with a special expertise in Estate, Trusts and Elder Law issues.

    • Program Level: Overview
    • Prerequisites: Basic Knowledge of Federal Estate & Gift Taxation
    • Advance Preparation: None Required
    $320.00 $285.00
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