Guidance on the New Massachusetts Estate Tax Law & Forms
Analyzing the myriad practical questions that arise in the wake of the 2023 amendment to Massachusetts estate tax law and new forms
- Product Number: 2250069WBC
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CLE Credits, earn up to:
1 substantive credits, 0 ethics credits CLE Credit Note - Print Brochure
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Product Description
Product Description
Since the amendment to the Massachusetts estate tax law in October 2023 became effective retroactively for decedents dying on or after January 1, 2023, the Department of Revenue has released a new estate tax return form (M-706) to reflect the changes in the Massachusetts Estate Tax.
Learn about the basics of the amendment to the law and how to prepare the new Massachusetts Estate Tax Return (M-706), as well as how to calculate estate tax for a Massachusetts resident with property outside Massachusetts and a non-resident with property in Massachusetts. Bring your questions!
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Agenda
Agenda & Materials
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9:30 - 9:45 am
Overview of the New Massachusetts Estate Tax Law & Forms
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9:45 - 9:55 am
Calculating the Estate Tax for Resident Decedents with Massachusetts Property
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9:55 - 10:05 am
Calculating the Estate Tax for Resident Decedents with Out-of-State Property
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10:05 - 10:30 am
Calculating the Estate Tax for Non-Resident Decedents with Massachusetts Property
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Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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