Class IV, Program 6

Class 4, Course Materials

Program 6 Chair: Michael A. Dribin Estate and Gift Tax Returns – An Overview Instructor: George D. Karibjanian The Anatomy of the 706 The Anatomy of the 706 PowerPoint Tax Apportionment Instructor: Trent Kiziah Florida’s Tax Apportionment Statute Florida’s Tax Apportionment Examples Defending Reporting Positions & Tax Court Procedures Instructor: Stephanie Loomis-Price The IRS Attack List…

Class III, Program 6

Class 3, Course Materials

Estate and Gift Tax Returns – An Overview Instructor: George D. Karibjanian The Anatomy of the 706 PowerPoint Presentation Tax Apportionment Instructor: Trent Kiziah Florida’s Tax Apportionment Statute Florida’s Tax Apportionment Examples Defending Reporting Positions & Tax Court Procedures Instructor: Christopher S. Rizek Selected Issues in the Tax Court PowerPoint Tax Court Presentation Penalties Presentation…

Class II, Program 6

Class 2, Course Materials

Estate and Gift Tax Returns Instructor: George D. Karibjanian The Anatomy of the 706 The Anatomy of the 706 PowerPoint Defending Reporting Positions and Tax Court Procedures Instructor: Stephanie Loomis-Price Tips for Transporation Through Trial: A Tour Through Tax Court Procedures Dancing with the Taxman and Defending Transfer Tax Returns with Closely Held Interests Additonal…

Class I, Program 6

Class 1, Course Materials

Coordination with Form 1041 During Estate/Trust Administration Instructor: Mickey Davis Income Taxation of Trusts and Estates Estate and Gift Tax Returns Instructor: George D. Karibjanian The Anatomy of the 706 Form 706 Instructions for Form 706 Tax Apportionment Instructor: Trent Kiziah Florida’s Tax Apportionment Statute State Tax Apportionment Statutes Preemption of Federal Tax Recovery Provisions…