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

Including Federal, NY, NJ, & CT With A Line-By-Line Explanation


CATEGORY: Professional Practice

SPEAKER: Arthur J. Werner, Esq.

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.

    $250.00 $125.00
    Add to wishlist


    For multiple seminar discounts or for firm discounts please contact us

    Recently Viewed Products

    Our website will be closed for seminar registrations every Friday at sundown and will re-open Saturday after sundown. You can still view the seminar archives using your link.

    To download our 2024 CLE brochure click here.

    For any questions or concerns please email us at cpe@aceseminars.com or leave a message at (718) 544-1929.