Events Search
  Summary & Check Out (0)
Monday, November 18, 2019 Webcast

Successfully Completing a Gift Tax Return -- Form 709 (X1-F709-2019-01-WEBNR-322-01)

1:00 PM - 3:00 PM EDT
webcast

Webcast

2.0 CPE Credits in TX

OVERVIEW

Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will have a taxable estate. For these select clients, making large gifts before death can be extremely tax efficient for the client and profitable for the practitioner filing the gift tax return. Learning how to file a basic gift tax return can help you attract and retain clients, increase your value-add, and generate revenue.

DESIGNED FOR

Any tax practitioner who wishes to understand how to assist clients with filing a federal gift tax return.

BENEFITS

  • Understand how to file a simple gift tax return

HIGHLIGHTS

  • Taxpayers who do not file gift tax returns but should
  • The annual exclusion rules for gifts to trusts including required Crummey notices
  • What should be disclosed on the return for purposes of running the statute of limitations
  • The reporting of installment sales and split-interest
  • Valuations and valuation discounts for gifts of closely held businesses
  • The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules
  • Reporting the use of a deceased spouse’s unused exclusion exemption amount (DSUEA)
  • A line-by-line explanation of Form 709

COURSE LEVEL

Advanced

PREREQUISITES

Basic understanding federal income and transfer taxes.

ADVANCE PREPARATION

None

INSTRUCTOR

Bob Keebler

Bob Keebler

Robert S. Keebler is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation.

PRICING

$89.00 - Member

$89.00 - Non Member

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Request a reminder

Print a registration form

COURSE DEVELOPER

Surgent