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Gift Tax: A Primer

Gift tax is a misunderstood issue as many are unaware of when a reportable gift was incurred. This session looks at 529 contributions, life estates and cash gifts by tying them all together into a Form709.

Objectives

Upon completion of the session, the learner will be able to:

• Recognize a reportable gift
• Describe a life estate with a client
• Construct a Form 709

Details

Kathryn Keane, EA

Instructor:

Level:

Intermediate

Prerequisites:

Basic knowledge of individual taxation and tax planning

Advanced Preparation:

None

Delivery Method: 

Group Live

CPE credits     Designation     Field of study

IRS

2

AFSP

Federal Tax Law Topic

IRS

2

EA

Federal Tax Law Topic

NASBA

2

CPA

Taxes

CTEC

2

CRTP

Federal Tax Law Topic

CFP Board

2

CFP®

Yes

How to Earn CPE

Sessions are first come, first served. Registration is not required for individual sessions. To earn CPE, scan your badge on your way into each session. You do not need to scan on your way out. CPAs will receive an additional form at registration to self-report their time out. We strictly abide by the IRS’ CPE rules and turn badge scanners off ten minutes after each session begins. We cannot award CPE if your badge isn’t scanned.