Whether you prepare United States estate and generation-skipping tax returns (Form 706) for your clients or just gather the information for the preparer, this slide deck will introduce you to the process, and will teach you what needs to be done and how to do it. This slide deck includes a practical checklist for gathering the necessary information and demonstrates the application of the work by describing where the information is used on Form 706. This nuts and bolts presentation will be useful if you are new to this area and will be a good refresher on how to do this critical task in the trust or estate settlement process.
Agenda
Faculty
Robert E. Barnhill, III
Live Speakers, Inc.
- Attorney, certified public accountant, personal financial specialist and certified financial planner with Live Speakers, Inc.
- Practices in the estate and retirement planning areas, and has written several books covering these and related business areas
- Adjunct professor at Texas Tech University in the personal financial planning department for more than 20 years
- Conducted training sessions for various professional associations throughout the United States for more than 26 years
- Maintained a private practice for more than 30 years
- Holds the Toastmasters International Accredited Speakers designation for platform excellence and has been named by the AICPA as an Outstanding Discussion Leader
- Former international president for Toastmasters International from 1996 to 1997, former president of the West Texas Chapter of the Financial Planning Association, and a member of the American Bar Association, the AICPA, the State Bar of Texas, Society of Estate and Trust Practitioners, Society of Financial Service Professionals and the National Speakers Association
- J.D., M.B.A. and B.A. degrees, Texas Tech University
- Can be contacted at 806-794-1282 or [email protected]
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