CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

The Guide to Form 709 Gift Tax Returns

Icon_Self-Study
Self-Study
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

For tax preparers and clients alike, the IRS rules for gift tax returns can be confusing. In this course, Robert Keebler provides a detailed synopsis of the rules, requirements, benefits, and potential traps involved with gifting. The course pays special attention to the marital deduction, gift splitting, adequate disclosure, the generation-skipping transfer tax, defined value and related clauses, and potential hazards. The Guide to Form 709 Gift Tax Returns will help you to ensure that your clients can successfully transfer assets and avoid paying unnecessary penalties.

Learning Objectives

Upon successful completion of this course, participants will be able to:

Section 1

  • Recognize how to best provide tax planning and return services with an understanding of basic rules, requirements, benefits, and potential traps involved with gifting.
  • Cite and provide tax planning to take advantage of the marital deduction and gift splitting, while providing adequate disclosure.

Section 2

  • Identify adequate disclosure requirements, the generation-skipping transfer tax, defined value and related clauses, valuation adjustments, and potential hazards associated with gifting.

Course Specifics

Course ID
8132433VID
Revision Date
January 15, 2018
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-00567-14-S
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-0587
CTEC Federal Tax Law Credits: 2

Course Instructor

Robert Keebler Headshot
Robert Keebler, CPA, AEP, MST, CGMA

Robert S. Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Section. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents …

Robert Keebler, CPA, AEP, MST, CGMA Read More »

The Guide to Form 709 Gift Tax Returns

Format
CPE CREDITS
2 Credits: Taxes

$98.00

Icon_Self-Study
Self-Study
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

For tax preparers and clients alike, the IRS rules for gift tax returns can be confusing. In this course, Robert Keebler provides a detailed synopsis of the rules, requirements, benefits, and potential traps involved with gifting. The course pays special attention to the marital deduction, gift splitting, adequate disclosure, the generation-skipping transfer tax, defined value and related clauses, and potential hazards. The Guide to Form 709 Gift Tax Returns will help you to ensure that your clients can successfully transfer assets and avoid paying unnecessary penalties.

Learning Objectives

Upon successful completion of this course, participants will be able to:

Section 1

  • Recognize how to best provide tax planning and return services with an understanding of basic rules, requirements, benefits, and potential traps involved with gifting.
  • Cite and provide tax planning to take advantage of the marital deduction and gift splitting, while providing adequate disclosure.

Section 2

  • Identify adequate disclosure requirements, the generation-skipping transfer tax, defined value and related clauses, valuation adjustments, and potential hazards associated with gifting.

Course Specifics

Course ID
8132433VID
Revision Date
January 15, 2018
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-00567-14-S
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-0587
CTEC Federal Tax Law Credits: 2

Course Instructor

Robert Keebler Headshot
Robert Keebler, CPA, AEP, MST, CGMA

Robert S. Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Section. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents …

Robert Keebler, CPA, AEP, MST, CGMA Read More »

The Guide to Form 709 Gift Tax Returns

Format
CPE CREDITS
2 Credits: Taxes

$98.00