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PRODID://NDCP//514295
BEGIN:VEVENT
DTSTAMP:20260429T131614
VTIMEZONE:America/Chicago
DTSTART:20270407T170000Z
DTEND:20270407T190000Z
UID:514295
SUMMARY:Surgent's Preparing and Filing the Federal Gift Tax Return (Form 709): A Practical Guide (GTR2)
LOCATION:Webinar
DESCRIPTION:Surgent's Preparing and Filing the Federal Gift Tax Return (Form 709): A Practical Guide (GTR2)\n\n04/07/27 12:00 PM CST\n - 04/07/27 02:00 PM CST\Description:\nAlthough federal transfer taxes affect a relatively small portion of estates, practitioners will still encounter clients whose lifetime transfers trigger reporting obligations and planning opportunities. Properly preparing and submitting a federal gift tax return requires understanding when filing is required, how gifts are characterized, and how lifetime transfers interact with future estate planning. This course introduces the mechanics involved in completing a basic federal gift tax filing and explains how accurate reporting supports both compliance and long-term tax planning.Objectives:
 Identify situations that require filing a federal gift tax return
 Classify common types of gifts for reporting purposes
 Apply valuation and allocation concepts at a practical level
 Complete a basic gift tax return with supporting disclosures
 Presenters:Daniel JohnsonField of Study:Taxes (2)Major Topics:
 When lifetime transfers require federal reporting even if no tax is due
 How exclusions and exemptions apply to outright gifts and gifts made through trusts
 Treatment of transactions that are part gift and part sale
 Valuation approaches for non-publicly traded assets and ownership interests
 Interaction between lifetime transfers and generation-skipping transfer tax rules
 Coordination of spousal transfer benefits and portability concepts
 Step-by-step walkthrough of the federal gift tax return and required schedules
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Preparing and Filing the Federal Gift Tax Return (Form 709): A Practical Guide (GTR2)<br /><br />04/07/27 12:00 PM CST - 04/07/27 02:00 PM CST<br />Description:<br />Although federal transfer taxes affect a relatively small portion of estates, practitioners will still encounter clients whose lifetime transfers trigger reporting obligations and planning opportunities. Properly preparing and submitting a federal gift tax return requires understanding when filing is required, how gifts are characterized, and how lifetime transfers interact with future estate planning. This course introduces the mechanics involved in completing a basic federal gift tax filing and explains how accurate reporting supports both compliance and long-term tax planning.<br><br><b>Objectives:</b><br><ul>
    <li>Identify situations that require filing a federal gift tax return</li>
    <li>Classify common types of gifts for reporting purposes</li>
    <li>Apply valuation and allocation concepts at a practical level</li>
    <li>Complete a basic gift tax return with supporting disclosures</li>
</ul><br><b>Presenters:</b><br>Daniel Johnson<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul>
    <li>When lifetime transfers require federal reporting even if no tax is due</li>
    <li>How exclusions and exemptions apply to outright gifts and gifts made through trusts</li>
    <li>Treatment of transactions that are part gift and part sale</li>
    <li>Valuation approaches for non-publicly traded assets and ownership interests</li>
    <li>Interaction between lifetime transfers and generation-skipping transfer tax rules</li>
    <li>Coordination of spousal transfer benefits and portability concepts</li>
    <li>Step-by-step walkthrough of the federal gift tax return and required schedules</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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DESCRIPTION:Reminder
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