Back to Search

Successfully Completing a Gift Tax Return -- Form 709 Webinar

CPE

When
June 17
1:00 - 3:00 p.m.

CPE Credits
2-Tax

Details

 Pricing

PICPA Member: $89 | Nonmember: $114


 More Information

Course No.
F709-2019-01-WEBNR-168-01
Level
Advanced
Prerequisites
Basic understanding federal income and transfer taxes
Note
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.

Description

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


Speaker(s)


You May Also Like

Personal Financial Planning Conference
Nov. 7 | Malvern
This conference provides accounting and financial professionals with the knowledge, skills, and tools needed to broaden their practice in the area of financial planning by learning about current economic factors, ...
Individual and Financial-Planning Tax Camp Webinar
Aug. 22 | Webinar
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that wealthy ...
Living Trust Administration Workshop Webinar
Aug. 26 | Webinar
Determine how to develop a systematic approach to trust administration. Identify portability and QTIP elections and when to file an estate ...