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Surgent's Successfully Completing a Gift Tax Return -- Form 709 (F709)
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Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Some of your most wealthy clients will have a taxable estate. For these select clients, making large gifts before can be extremely tax efficient for the client and profitable for the practitioner filing the gift tax return. Learn how to file a basic gift tax return can help you attract and retain clients, increase your value-add, & generate revenue.

6/29/2016
When: Wednesday, June 29, 2016
11:00 AM - 1:00 PM
Where: Webinar/Webcast
United States
Contact: April Deneault
801-466-8022


Online registration is closed.
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Acronym F709
CPE 2 hours
Category
Taxes
Level Advanced
Vendor Surgent
Who should attend

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

Prerequisite
Basic understanding federal income and transfer taxes
Fees: Early Bird
Standard
Member N/A
$89
Non-Member: N/A
$109

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

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 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.

Major Topics:

  • 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

Objectives:

  • Understand how to file a simple gift tax return

 

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