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.