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NAELA Trust and Estate Tax Returns: Forms to Filing

Virtual Workshop via Zoom

July 29 @ 1:00 pm – August 12 @ 4:30 pm EDT

Trust & Etate Tax Returns: Forms to Filing
A Three-Part Series on Trust & Estate Tax Returns

Day 1 July 29th 1 PM-4:30 PM ET: Form 706 – United States Estate Tax Return (Prep & Review)
Day 2 Aug. 5th 1 PM-4:30 PM ET: Form 709 – United States Gift Tax Return (Prep & Review) 
Day 3 Aug. 12th 1 PM-4:30 PM ET: Form 1041– United States Fiduciary Tax Return (Prep & Review)

This highly interactive online practicum gives participants real-world experience preparing trust and estate tax returns. Attendees will both complete returns and review “CPA prepared” returns, working through them live, reviewing entries, discussing why they work, and identifying necessary corrections across multiple scenarios.

  • Gain hands-on experience preparing Forms 1041, 709, and 706
  • Understand how different fact patterns impact tax reporting
  • Learn common mistakes and how to avoid them
  • Build confidence reviewing, correcting, and explaining tax return entries
  • Apply practical strategies you can use immediately in your practice
  • Integration of substantive tax law with the process of completing returns.
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