WEBINAR ENDED
WEBINAR DETAILS
  • When
    Pacific Time (US & Canada) (GMT -7:00)
  • About
    Mini #3 - Saturday, August 8, 2020
    9 AM-12:35 PM
    CSEA/MSEA USE PROMO CODE "MEMBERS"
    4 IRS CE, 4 CTEC CE , 4 NASBA CPE
    IRS Program: 7Q3WU-T-00176-20-O
    CTEC Program: 6248-CE-0092
    Steven Walker, Esq.

    Program I. A Practical Understanding of Form 706

    The program will provide an overview of how to prepare a Form 706 and some of the common issues encountered in preparing the form. The course will cover the following topics:

    Which estates must file
    Who can be an executor
    When and where to file
    Paying the tax
    Portability of deceased spousal unused exemption
    Schedule A – Real Estate
    Schedule B—Stocks and Bonds
    Schedule C—Mortgages, Notes, and Cash
    Schedule D—Insurance on the Decedent's Life
    Schedule E—Jointly Owned Property
    Schedule F—Other Miscellaneous Property

    Program II. Surviving Tax and Other Debt in COVID Crisis

    This program will teach you how to handle a client facing tax collection and other debt issues in the COVID crises. Clients right now are hanging by their teeth and just trying to make it through. As a tax professional, clients will turn to you to give some sound and practical advice on dealing with tax and other debt. This course will teach you what you need to know about:

    Handling tough tax collection cases
    Dealing with credit card, medical and student loan debts
    Which debts to pay first – IRS?
    What if the IRS threats a collection lawsuit?
    Saving home from tax lien foreclosure
    When and whether to file for bankruptcy to obtain relief tax debt and more

    Pricing:
    CSEA/MSEA Members: $65

    Non-members: $75

    MSEA CANCELLATION POLICY: To qualify for a refund, fax or call at least 48 hours prior to the event. No cash refunds will be provided. A credit voucher will be issued toward any MSEA function, if used within one year of the cancellation.
  • Price
    $5.00
  • Language
    English
  • OPEN TO
    Anyone with the event link can attend
  • Dial-in available
    (listen only)
    Not available.
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