Special Valuation Rules in Estate Planning:Chapter 14 Issues and Applications

Faculty – ACTEC Fellows: N. Todd Angkatavanich, Amy Heller,  Kevin Matz, Adam Sherman

While planning techniques may come and go, the federal estate tax return will be part of the estate planner’s practice for years to come. When preparing a 706, however, little mistakes can often end up leading to much bigger inquiries. This presentation will review some little known, but important 706 preparation pointers that will help you properly prepare basic and more advanced portions of the return for your clients.