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Self-Study CPE
SERVE A GREATER PURPOSE IN CLIENT ESTATE PLANNING THROUGH CHARITABLE GIVING
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ESTATE AND GIFT TAX COMPLIANCE AND PLANNING SOFTWARE: BLOOMBERG BNA DEMO

CPE Processing FeeFREE  Webinar TranscriptionN/A     Presentation Length Hour(s)0.5 hours  CPE0.5  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateNov 18, 2016  Date OfferedNov 18, 2016  Who should attend?CPA - small firm
CPA - medium firm
CPA - large firm 
Course Description

The webinar is a demonstration which will emphasize the advantage of using Bloomberg BNA’s estate and gift tax compliance and planning software. This demonstration will focus on the importance of ACE - accuracy, consistency and efficiency - in estate and gift tax calculations in order to diminish the potential for audit and to streamline the practitioner’s business.

Learning Objectives

  • Identify tips and best practices for completing and filing estate tax returns.

  • Determine how the BNA 706 Preparer can help you prepare returns efficiently and avoid common errors.

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Course Outline
Review Questions
Review Questions
QUESTION 1: 14:00 minutes
QUESTION 2: 29:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Jeremy Milo

Bloomberg Tax
Senior Technical Tax Analyst
jmilo@bna.com
(800) 424-2938

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Jeremy Milo is a Senior Technical Analyst for the software division of Bloomberg BNA, located in Arlington, Virginia. As a tax and accounting attorney, he provides subject matter expertise to customers in the areas of estate and gift tax planning and tax compliance. He also serves as liaison and trainer for the division’s ever-expanding customer base. Jeremy continually confers with executives to ensure that current and future product development is in line with corporate requirements. Prior to joining Bloomberg BNA, Jeremy represented clients as an associate at a Northern Virginia law firm. In 2010, he established his own law firm, The Law Office of Jeremy J. Milo, PLLC with the primary focus of advising clients on estate planning and administration matters. Jeremy obtained degrees from The College of William and Mary and Howard University School of Law. He is also a graduate of the esteemed Master of Laws (LL.M.) program in Estate Planning from the University of Miami, School of Law and member of the Virginia State Bar.

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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

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Bloomberg BNA Tax software products provide unique insight, actionable information, and smart tools in the areas of corporate tax, fixed assets, individual tax planning, and tax compliance resources. With category-leading software and top-rated technical support, we are the solution of choice for professional firms and corporations of every size. More than 70,000 customers, including the IRS, depend upon Bloomberg BNA’s Tax’s software products for the highest degree of tax, regulatory, and compliance expertise available in the market.