Navigating IRS Challenges: Best Practices for 1041 & 706 Preparation and Avoiding Common Tax Errors

Date: Thursday, November 13, 2025
Time: 7:30am - 9:00am
Location: St. Petersburg Yacht Club
Speaker: Panelist Presentation Moderated by Deb Hilleary

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Topic: Navigating IRS Challenges: Best Practices for 1041 & 706 Preparation and Avoiding Common Tax Errors

Join us this November for an insightful program focused on IRS tax controversy, fiduciary income tax (Form 1041) preparation, and estate tax (Form 706) preparation.

Our panel of tax professionals will highlight common errors, share practical strategies to streamline compliance, and offer best practices from experienced preparers and experts.

Whether you are an attorney, CPA, or trust officer, this session will provide valuable guidance to enhance accuracy, reduce risk, and better serve your clients in an increasingly complex tax environment.

When: November 13, 2025

Where: St. Petersburg Yacht Club

7:30 AM Networking begins

8:00-9:00- Speaker Presentation

 

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