Course Description:

Forms 706 and 709, this insightful webinar designed for CPAs, tax professionals, financial advisors, and estate planning practitioners seeking a clearer understanding of federal estate and gift tax reporting requirements. This session will provide practical guidance on preparing and reviewing these critical tax forms while addressing common compliance challenges, valuation issues, portability elections, and filing strategies.

Participants will gain a comprehensive overview of the relationship between estate and gift taxes, learn how lifetime gifting impacts estate tax calculations, and explore current filing requirements, exemptions, deductions, and reporting obligations. Through real-world examples and practitioner-focused insights, attendees will develop the confidence to handle complex reporting situations accurately and efficiently.

Session Highlights:

• Overview of federal estate and gift tax rules

• Understanding the purpose and interaction of Forms 706 and 709

• Portability election requirements and deadlines

• Reporting taxable gifts and annual exclusions

• Valuation of assets, discounts, and special considerations

• Marital and charitable deduction rules

• GST tax basics and reporting requirements

• Filing procedures, elections, and documentation best practices

Learning Objectives:

• Identify when Forms 706 and 709 are required

• Understand estate and gift tax exemption rules

• Properly report lifetime gifts and taxable transfers

• Apply portability and deduction provisions correctly

• Recognize common compliance risks and filing mistakes

• Improve accuracy and efficiency in estate and gift tax reporting

Credits and Other information:

• Credit: 3.0  (Taxes)

• Level: Basic

• Format: Live online webinar

• Duration: 180 minutes

• Requirement: Full attendance

• Prep: None needed

Who Will Benefit:

• CPA

• Enrolled Agents (EAs)

• Tax Professionals

• Attorneys

• Other Tax Preparers

• Finance professionals

• Financial planners

Speaker : Robert S. Keebler

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”.