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PRODID://NDCP//417706
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DTSTAMP:20260505T183649
VTIMEZONE:America/Chicago
DTSTART:20260402T180000Z
DTEND:20260402T200000Z
UID:417706
SUMMARY:Surgent's Successfully Completing a Gift Tax Return -- Form 709 (F709)
LOCATION:Webinar
DESCRIPTION:Surgent's Successfully Completing a Gift Tax Return -- Form 709 (F709)\n\n04/02/26 01:00 PM CST\n - 04/02/26 03:00 PM CST\Description:\nSince 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 death 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.Objectives:
 Understand how to file a simple gift tax return
 Presenters:Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMAField of Study:Taxes (2)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
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Successfully Completing a Gift Tax Return -- Form 709 (F709)<br /><br />04/02/26 01:00 PM CST - 04/02/26 03:00 PM CST<br />Description:<br />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 death 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.<br><br><b>Objectives:</b><br><ul>
    <li>Understand how to file a simple gift tax return</li>
</ul><br><b>Presenters:</b><br>Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Taxpayers who do not file gift tax returns but should</li>
    <li>The annual exclusion rules for gifts to trusts including required Crummey notices</li>
    <li>What should be disclosed on the return for purposes of running the statute of limitations</li>
    <li>The reporting of installment sales and split-interest</li>
    <li>Valuations and valuation discounts for gifts of closely held businesses</li>
    <li>The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules</li>
    <li>Reporting the use of a deceased spouse&rsquo;s unused exclusion exemption amount (DSUEA)</li>
    <li>A line-by-line explanation of Form 709</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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