Please Note: This event has already taken place.
First Wednesday Fundamentals: Preparing Estate Tax Returns
Wednesday, March 6, 2013
12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA
This brown bag lunch presentation will provide an overview of how to
prepare the federal Form 706 and Massachusetts M-706. The target member of
the audience is the practitioner who wants a practical and fundamental review
of preparing these estate tax returns. The speakers will focus on the
filing thresholds for the estate tax returns, the domicile of the decedent,
ancillary probate, the estate tax return schedules, and how the preparation of the
estate tax returns often are coordinated with the estate administration process.
- Jennifer Zaiser Flanagan
- Christopher D. Perry
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