Trust and Estate Tax Returns: Forms to Filing
A Three-part Series On Trust & Estate Tax Returns
This highly interactive virtual practicum gives participants real-world experience preparing trust and estate tax returns. Attendees will both complete returns and review “CPA prepared” returns and work through them live, reviewing entries, discussing why they work, and identifying necessary corrections across multiple scenarios.
Program Overview
Day 1 Form 706 – United States Estate Tax Return (Prep & Review) – July 29th 1 PM-4:30 PM ET
Day 2 Form 709 – United States Gift Tax Return (Prep & Review) – Aug. 5th 1 PM-4:30 PM ET
Day 3 Form 1041– United States Fiduciary Tax Return (Prep & Review) – Aug. 12th 1 PM-4:30 PM ET
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Key Takeaways
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.
CLE Information:
Please note: NAELA does not cover application or attendance fees, nor does it file CLE paperwork on your behalf. We recommend checking with your state bar in advance for specific requirements. If you have CLE-related questions, reach out to Dannie Larkin at [email protected].
NAELA will be seeking CLE approval in one MCLE state for this series. We’ll provide you with the materials you need to apply for credit in your own state, including:
• Certificate of Attendance
• Timed Agenda
• Speaker Bios
Important for CLE: Some states require CLE codes for attendance verification. A unique code will be announced during each day’s session. You can record the code on your attendance certificate for your records.