CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

2021 Gift Tax Returns: Form 709

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

Robert Keebler takes you through one of one of them most important returns during tax season, preparing a gift tax return. Most returns on the income tax side will last only around 3 to 6 years. A gift tax has the potential to last hundreds of years into the future because of the allocation of the GST exemption and possibly fifty years because of the adequate disclosure rules. If you don’t do a gift return correctly, the statute of limitations never runs. This course takes you through everything you need to know and watch out for in filing gift tax returns correctly.

Learning Objectives

Upon completing this course, participants will be able to:

  • Basics of the Gift Tax
  • Filing Requirements
  • Marital Deduction- IRC Sec. 2523
  • Gift Splitting- IRC Sec. 2513
  • Adequate Disclosure- IRC Sec. 6501 (c)(9)
  • Generation Skipping Transfer Tax- IRC Sec. 2601
  • Defined Value and Related Clauses
  • Value Adjustments

Course Specifics

Course ID
WC1822275144
Revision Date
January 17, 2022
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01976-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1713
CTEC Federal Tax Law Credits: 2

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.

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 »

2021 Gift Tax Returns: Form 709

CPE CREDITS
2 Credits: Taxes

$98.00


Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

Robert Keebler takes you through one of one of them most important returns during tax season, preparing a gift tax return. Most returns on the income tax side will last only around 3 to 6 years. A gift tax has the potential to last hundreds of years into the future because of the allocation of the GST exemption and possibly fifty years because of the adequate disclosure rules. If you don’t do a gift return correctly, the statute of limitations never runs. This course takes you through everything you need to know and watch out for in filing gift tax returns correctly.

Learning Objectives

Upon completing this course, participants will be able to:

  • Basics of the Gift Tax
  • Filing Requirements
  • Marital Deduction- IRC Sec. 2523
  • Gift Splitting- IRC Sec. 2513
  • Adequate Disclosure- IRC Sec. 6501 (c)(9)
  • Generation Skipping Transfer Tax- IRC Sec. 2601
  • Defined Value and Related Clauses
  • Value Adjustments

Course Specifics

Course ID
WC1822275144
Revision Date
January 17, 2022
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01976-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1713
CTEC Federal Tax Law Credits: 2

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.

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 »

2021 Gift Tax Returns: Form 709

CPE CREDITS
2 Credits: Taxes

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.

$98.00