Preparing The “Audit-Proof” Federal Estate Tax Return For Decedents Dying In 2006

National Law Foundation

Estates, Gifts, Trusts & Tax Materials

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Preparing The “Audit-Proof” Federal Estate Tax Return For Decedents Dying In 2006

Full Brochure

Length 3.3 Hours
Date 12/14/06

Table of Contents
285-Pages

The comprehensive 285-page course book and audiotapes, audio CDs, DVDs and videotapes 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