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The comprehensive 285-page course book and audio CDs of this excellent 3.3-hour presentation by Steven G. Siegel on December 14, 2006 give a practical and useful explanation of how to prepare the new (October, 2006 Revision) edition of the Federal Estate Tax Return (FORM 706), including a detailed description of how to fill out each Schedule (both Assets and Deductions) and the remainder of the return. Mr. Siegel, president of The Siegel Group, a national consulting firm based in Morristown, NJ, gives you many valuable tips and practical pointers. Some, but not all, topics include: • What Is New On 2006 FORM 706? • Is The FORM 706 Required? Important Note: For all New York estates over $1 million, a Federal FORM 706 must be filed with the NY Estate Tax Form! • Due Dates And Extensions • Preparing Asset Schedules A Through I • Obtaining Valuation Discounts • Alternate Valuation Date Issues • Preparing Deduction Schedules J Through U • Completing The Return • Paying The Tax • Penalties • Preparing For, And Handling, An Audit • Much More!
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