Webinar Content

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

Dave Heilich, Partner, Tax, Armanino
Lauren Wagner, Director, Tax, Armanino

Resources

Article

5 Common Corporate Tax Planning Myths

Proactive corporate tax planning can improve profitability, strengthen cash flow and reduce risk.

June 17, 2026

Webinar

The 5 Decisions Real Estate Owners Must Make in 2026

Guidance for real estate leaders evaluating financing, tax and operational priorities in a shifting market.

June 16, 2026 | 10:00 AM - 11:00 AM PT

Article

5 Common Business Mistakes That Make You an Audit Target

If you’re doing any of these things on your tax return, you’re asking for a date with the IRS. Learn what to do instead.

June 05, 2026

View All

Have a Question?

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.

Tax-Saving Opportunities: Mastering IRS Form 706

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

Learning Objectives:

Speakers

We're Here to Help Provide an Answer!