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Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding an affordable, competent specialist who you trust to work with you and your client may be difficult. Learning the basics of the tax and how to complete the form will give you confidence to help your clients navigate that difficult time.
Any tax practitioner who wishes to understand how to assist clients with filing a federal estate tax return Prerequisite
Basic understanding of federal income and transfer taxes Advance Preparation
None IRS Approved
Yes CFP Approved
No
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