Estate Tax Return Archives

CPA accountants preparing a review-ready Form 706 estate tax return using a complete gross-estate inventory, date-of-death valuations, gift-tax history, deductions, portability, GST, and basis-reporting workpapers

24 Aug

Estate Tax Return Training for Accountants: Build Form 706 Preparation and Review Readiness

Accounting Workforce Development / Tax Advisory

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: August 24, 2026 | 35-minute read TL;DR — The Short Answer Estate tax return training should teach accountants to prove what was included in the gross estate, why each asset was valued the way it was, what

CPA staff accountants preparing a review-ready Form 1041 fiduciary return using the governing instrument, fiduciary accounting records, DNI, Schedule B, beneficiary distributions, K-1s, and entity tax workpapers

24 Aug

Fiduciary Income Tax Training for Staff Accountants: Build Form 1041 and K-1 Competence

Accounting Workforce Development / Tax Advisory

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: August 24, 2026 | 35-minute read TL;DR — The Short Answer Fiduciary income tax training should teach staff to determine who is taxed on each dollar of income—not simply populate Form 1041 and copy numbers to Schedule

Estate Tax Return Archives - SkillAbility

Estate Tax Return Training for Accountants: Build Form 706 Preparation and Review Readiness

Fiduciary Income Tax Training for Staff Accountants: Build Form 1041 and K-1 Competence

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Estate Tax Return Archives - SkillAbility

Estate Tax Return Training for Accountants: Build Form 706 Preparation and Review Readiness

Fiduciary Income Tax Training for Staff Accountants: Build Form 1041 and K-1 Competence

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