February 28, 2025
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Estate Tax Return Preparation Course V - Marital Deduction and Charitable Deductions
Sidney Kess, JD, CPA and Barbara Weltman, JD

This module is designed for the professional to understand how to accurately prepare Schedules M and Schedule O of Form 706.

A few topics in the course relating to Schedule M are:

  • overview of the marital deduction
  • exceptions to terminable interest rule
  • terminable interest property
  • QTIP planning

A few topics in the course relating to Schedule O are:

  • charitable gifts and bequests
  • qualified conservation Easement Exclusion
  • transfers qualifying as a deductible charitable bequests,
  • valuation of charitable contributions.
$60.00
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[click to enroll in this course]
Field of Study:  Taxes
Prerequisites:  Estate Tax Return Preparation Course 1--Course 4
Level:  Intermediate
To view and print downloadable content files available in this program, you will need Adobe Acrobat Reader. You can download the free Reader plugin at Adobe's website by clicking on the icon below, then following the instructions for installation on your computer.
[click to download acrobat reader]

This course makes use of Macromedia Flash and requires the Flash plugin. To test if your browser already has the proper Flash support installed, click here to view a test file. If you cannot see the image, please visit the Macromedia Flash website to download the latest version of the free Flash plugin for your browser.
Credit Available For: Units
CPE 4 CPE
QAS 4 CPE
CFPTM (Accepted by the CFP Board) 4 CPE
Enrolled Agent (Accepted by the IRS) 4 CPE
Law (Accepted by the State Bar of California) 4 CPE
Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.
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