What is 706 Tax Return 2022-2024 Form

Instructions and help about instructions form 706

[Music] good day everyone my name is bob keebler and since 1990 i've completed hundreds of estate tax returns for clients what we're going to do is look at the opportunity here first from business perspective if you just look at the sheer demographics what you're seeing is people born in 1945 1946 1947 right after the war and up through 1955 are now reaching that stage in their life where some of these people will be dying and their families will need your help these may be people you've represented for 20 or 30 years and you know the intricacies of their financial situation and there are not many people doing this work anymore because when i started the exemption was six hundred thousand dollars now we're sitting at 12 million so fewer and fewer people are doing this work that's what creates a great opportunity part of the great opportunity is that this work is 12 months a year estate tax returns are due nine months after you die with a six-month extension so you can time this work ge