Tax-Saving Opportunities: Mastering IRS Form 706

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

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Adaptive Insights Professional Services
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


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