2024-25 Estate & Gift Tax Compliance With Line-by-Line IllustrationIncluding Federal, NY, NJ, & CT With A Line-By-Line Explanation
(Full-Day or 2 Half-Days)
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(Full-Day or 2 Half-Days)
CREDITS: 8
CATEGORY: Taxation
SPEAKER: Arthur J. Werner, Esq.
DATE: Tuesday November 19, 2024 or 2 Half-Days 11/19 & 11/20
or Wednesday December 11, 2024 or 2 Half-Days 12/11 & 12/12
or Thursday January 16, 2025 or 2 Half-Days 1/16 & 1/17
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
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