CeriFi CPEdge

CeriFi CPEdge

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

CATEGORY: Taxation
COURSE ID: W420T, VERSION 1.00
(35)
  Webinar
2 CPE Credits
Level: Intermediate

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.

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