Successfully Completing a Gift Tax Return -- Form 709 Webinar

Jan 31
1:00 - 3:00 p.m.

Online

2-Tax
CPE Credits

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.
Highlights
  • Understand how to file a simple gift tax return

Registration

PICPA Member: $89
Nonmember: $114

More Information

Course No. F709-2020-01-WEBNR-31-01 Level: Advanced

Prerequisites: Basic understanding federal income and transfer taxes

Notes
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Speaker(s)

Robert Keebler