Form 706 Filing

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OUTCOME: We have prepared numerous Form 706 filings over the years and our filings have never be audited.

My partner and I have an expertise in preparing and filing Form 706 Estate Tax Returns for high net worth individuals. While our practice includes representing clients in all income/wealth categories, ... our experience in preparing and filing Form 706 Estate Tax Returns for high net worth individuals sets us apart and gives us an in depth level of understanding that redounds to the benefit of all clients we represent. Form 706 filings are only required if the net worth of a married couple exceeds $22M and an unmarried person $11M.