Preparing Form 709: What You Need to Know About Filing a Gift Tax Return

CATEGORY: Taxation

COURSE ID: W420T, VERSION 1.00

(120)

Webinar

2 CPE Credits

Is the gift tax a source of worry for your clients? Many believe it's a significant burden, but the reality is often different. This webinar will clarify the intricacies of the gift tax and demonstrate how to confidently prepare a gift tax return, allowing you to reassure your clients and address their concerns.

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC OR CFP CREDIT.

Who should attend: CPAs, EAs, and tax professionals who advise clients on gifting, estate planning, or lifetime wealth transfers. It's especially valuable for those preparing Form 709 or fielding client concerns about potential gift tax exposure.

Instructor: Karen Trott, CPA, CFP
Instructor assignments are fluid and subject to change.

Registration for this event has ended. Please either [search] for an open course or event or contact a salesperson at 844-245-5970 for more information or other options.

PrerequisitesKnowledge of Taxation

Advanced Preparation None

System Requirements

Minimum supported systems require:

You must use a computer to join the webinar
A laptop or desktop computer running Microsoft Windows 10 or later
(64-bit with at least 8GB of RAM recommended)
The latest available version* of one of the following Internet browsers: Mozilla Firefox, Google Chrome, or Microsoft Edge

Additional requirements:

A minimum screen resolution of 1024 x 768 pixels
High-speed Internet connection
The latest available version* of Adobe Reader or other application capable of natively opening PDF documents

Notes:

Use of a cell phone is not recommended or supported.
Devices other than Windows-based desktops, and laptops may work but are not supported (tablet users may not hear the participation alert for online webinar events).
Apple Mac OS/X is not supported; however, OS/X systems capable of running the latest version of one of the listed browsers should work.

*“Latest available version” includes versions released within the past six-months

Preparing Form 709: What You Need to Know About Filing a Gift Tax Return

Accreditation Information

Learning objectives

Course outline

Requirements