The Preparation of Form 706 and 709 - Line-by-Line

Join a comprehensive online workshop titled 'The Preparation of Form 706 and 709 - Line-by-Line' on July 9, 2026. This event is designed for tax professionals, estate planners, and financial advisors who seek to enhance their understanding of the intricacies involved in completing these critical federal tax forms. Participants will be guided through each line of Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return, and Form 709, the United States Gift (and Generation-Skipping Transfer) Tax Return, ensuring clarity on reporting requirements and compliance.