In this zoom live video conference students will learn the proper preparation of federal and state estate tax returns as well as any necessary gift tax returns including a discussion of the pros and cons of the portability election and how it works, the QTIP election for the state, and even the potential benefits of a federal QTIP election. After completing this program, you will be able to prepare federal and MA estate tax returns that are not complicated. We will guide you through schedule by schedule the preparation of a federal and Massachusetts estate tax return. This program is group discussion friendly, and questions are encouraged during the presentation. Ideal for CPAs, EAs, CFPs, and Attorneys.
