2011 Deaths and Form 706 and Portability AICPA Webinar

Date:  Nov 15, 2011 during 1:00 PM – 2:30 PM ET
Duration: 1 and a half hours
Speaker:  Robert S. Keebler, CPA, MST, AEP 

Registration Information

 

Webinar Presentation (not nonetheless available) | Presentation Materials (not nonetheless available) 

The IRS on Sep 29th released
Notice 2011-82 to warning executors of 2011 estates of a need to record a Form 706 to make a choosing to send a decedent’s new $5 million estate and present taxation ostracism to a flourishing spouse. In particular, for a executor of a 2011 estate to make a portability (i.e., defunct associate new ostracism volume (DSUEA)) election, a executor is compulsory to record a timely Form 706 for a decedent’s estate, even if a estate is not differently thankful to record a Form 706. If a timely lapse is not filed, any additional ostracism volume is mislaid perpetually and is taken during a genocide of a flourishing spouse. To equivocate descending into this trap, practitioners should plead with their clients a advantage of filing a sovereign estate taxation lapse for a initial spouse, even if no taxation is due. Over a subsequent few weeks and months, it is really critical to record extensions (Form 4768) or Form 706 for early 2011 deaths within a nine-month deadline (starting Oct 3, 2011).

In this web seminar, Bob Keebler will lead practitioners by a contention on:

·         An overview of portability supplies after a Tax Relief Unemployment Insurance Reauthorization and Job Creation Act of 2010 (“2010 Act”)

·         The impact of a 2010 Act on estate, present and GST planning

·         Why retirement placement formulation is important

·         A report by report examination of Form 706

About Emil Estafanous, CPA
Certified Public Accountant (CPA) Tax Professional committed in representing taxpayers and resolving their tax problems.

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