2020 Estate and Inheritance Engagement Letter – Forms 706 and 8971
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2020 Estate and Inheritance Engagement Letter – Forms 706 and 8971

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An engagement letter is a contract that establishes the services a practitioner will provide to his or her clients. Each engagement requires careful consideration to address its particular circumstances.

We’ve provided a sample engagement letter to use with Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return, and Form 8971, Information Regarding Beneficiaries Acquiring Property From a Decedent. Tailor the template to your clients’ needs.

All engagement letters and the Terms and Conditions Addendum contained in the AICPA

Download the 2020 Estate and Inheritance Engagement Letter – Forms 706 and 8971

File name: 2020-estate-and-inheritance-engagement-letter-forms-706-8971.doc

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