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Gift Tax Reporting and Form 709

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This on-demand webinar is designed for tax professionals seeking best practices for completing Form 709 in the tax planning process. Presented by Randy Adams, EA, MSA, and experienced tax preparation instructor since 2011, the session provides valuable insights into topics such as portability and when it can be used effectively, annual exclusion, and how to complete the different areas of Form 709 when it is needed. This webinar serves as a comprehensive guide for tax professionals who want a thorough understanding of managing assets regarding retirement accounts and gifting.

Last Revision: September 2024

$32.00
  
Picture of Gift Tax Reporting and Form 709

Prerequisites

Prerequisites are not necessary to participate in this webinar and no advance preparation is needed.

Course Description

This on-demand webinar is designed for tax professionals seeking best practices for completing Form 709 in the tax planning process. Presented by Randy Adams, EA, MSA, and experienced tax preparation instructor since 2011, the session provides valuable insights into topics such as portability and when it can be used effectively, annual exclusion, and how to complete the different areas of Form 709 when it is needed. This webinar serves as a comprehensive guide for tax professionals who want a thorough understanding of managing assets regarding retirement accounts and gifting.

Learning Objectives

  • Review Form 709 and how to complete the different areas
  • Look at portability and when it can be used effectively
  • Discuss planning regarding Retirement accounts & gifting
  • Analyze taxable events and when Form 709 is needed

CPE Facts

Affiliation* CPE Awarded Delivery Method Field of Study Course ID Sponsor ID
NASBA 1 Self-Study Taxes N/A 103137
CTEC 1/0 Self-Study Federal Tax Law 3038-CE-0373 3038
IRS 1 Self-Study Federal Tax Law FQTGU-T-00690-24-S FQTGU
Texas State Board of Accountancy 1 Self-Study Taxes 100457 002921
Pennsylvania State Board of Public Accountancy 0.5 Self-Study (Non-Interactive) Taxes N/A

* Individuals with other professional credentials should check with their state licensing board or accrediting organization to determine if this program meets their continuing education requirements.

Other Details
Last Revision September 2024
Course Expiration The CPE portion of this course expires one year from date of purchase
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