Completing Form 706 and the Portability Path
Learn how to accurately complete IRS Form 706 with a focus on properly reporting the value of a deceased person's assets for DSUE (Deceased Spousal Unused Exclusion) purposes. This course guides you through the essential steps, including how to handle situations where the estate exceeds the annual exclusion amount. Clear examples and practical scenarios will be provided to help you apply the concepts with confidence.
"Our best deal is always to become a monthly subscriber"
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T-00781-25-OCTEC Course #: 6248-CE-00149
Randy Adams
,
EA, MSA Bio
Randy manages two accounting offices near Des Moines, IA. He has been preparing taxes since 1992. He really enjoys meeting with fellow tax preparers and has traveled to many states as a tax instructor. When not working with clients or out on the road instructing, he enjoys hiking in the National Parks or exploring the bike trails in the Midwest.
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