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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

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