Webinar

Tax-Saving Opportunities: Mastering IRS Form 706

December 6, 2023 | 10:30 AM - 11:30 AM PT

Webinar Highlights
Is This Program For You?
Adaptive Insights Professional Services
Service
of Interest
Career Benefits PTO
~90 Minutes
Time Allotment
This webinar is approximately 90 minutes of viewing time.

Webinar Content

Don't miss out on this opportunity to enhance your tax-saving strategies.

Master IRS Form 706 and optimize estate planning and tax savings.


Understanding the complexity of IRS Form 706 is key to preserving your clients' wealth and securing their legacies.

Between hard-to-value assets and changes to regulations and tax law, having experts that can break down the most important factors to consider when filing Form 706 with your clients is invaluable.

Our panel of seasoned tax professionals will help you revolutionize the way you approach estate planning and tax-saving strategies.

Discover how to unlock a treasure trove of tax-saving opportunities for your clients.

Learning Objectives:

  • Explain the details of IRS Form 706
  • Discuss practical strategies for wealth preservation
  • Formulate plans to serve clients better through collaboration

Speakers



Presentation
Rather Just Download the Full Presentation?
View the presentation here or click on the button below to download a pdf version.
Resources
Related News & Insights
From Luxury to Legacy: Transform Assets into Charitable Contributions
Webinar
Reimagine Your Charitable Giving With Luxury Asset Donations

February 8, 2024 | 10:00 AM - 11:00 AM PT
Estate Planning in 2024
Webinar
Explore Estate Planning Tactics Amid Changing Economic Landscapes

February 6, 2024 | 10:00 AM - 11:00 AM PT
Quiz: Can Tax Managed Services Strengthen Your Organization?
Checklist
Tax managed services can boost business performance, but not for every company. Find out if it’s a good fit for you.

January 11, 2024
Have a Question?

We're Here to Help Provide an Answer!

If you have any questions about this webinar or event, or would like to provide us with any feedback, we encourage you to use the form to contact us and we will get right back to you with a response.