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Estate Basis Consistency Reporting Podcast Series Logo aicpa

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  Bob Keebler |   Free |   AICPA |   2016 |   AICPA.org
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New IRS Form 8971 is required for any estate required to file a Form 706 after July 2015. In this podcast series, Bob Keebler discusses the regulations, requirements for filing the forms, and other accounting and legal issues you need to know to comply with the Code.

Topics covered:
  • Personal financial planning: Technical: Estate planning: Process, taxation & strategies, Foundational
  • Personal financial planning: Technical: Estate planning: Process, taxation & strategies, Intermediate

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