Preparing Gift Tax Returns
Is a Simple, Low-Risk Task
-- Right?
At this time of year, lots of practitioners are sitting down to bang out Form 709’s for clients and will probably do so quickly and easily, without giving them much thought.
“But therein lies the rub!”
There are lots of traps for the unwary, if you fall into them - - plus a lot of liability risk, maybe not because of an audit in the next couple of years, but rather when the client dies years from now and a mountain of penalties and interest may have accrued (or more estate tax may be incurred)!
Join us and nationally renowned CPA, estate planning attorney and tax expert, Martin Shenkman, for a straight-forward practical discussion of what every gift tax return preparer needs to know, including:
-
When should clients file returns but don’t? (You may be missing revenue you should be earning!)
-
When should you claim annual exclusions for gifts into trusts and file Crummey notices?
-
How does estate tax uncertainty affect gift tax returns?
-
What should (or should you not) be disclosing on the return (what do the “adequate disclosure” rules really mean)?
-
Should you use the GST (generation skipping tax) exemption? Rely on automatic allocation of it? Or opt out and allocate it yourself?
-
Are you aware of the charitable contribution reporting trap?
-
How do you report front-loaded 529 plans?
PROGRAM DETAILS:
Title: Gift Tax Returns: Traps and Tips for Practitioners Heading Into Filing Season
Duration: 90 minutes
Cost: $149 for Immediate Download / $199 for Printed Materials & CD
Speaker: Martin M. Shenkman, Esq., CPA, MBA
Purchase Includes: Handout Materials and Audio Recording
Frequently Asked Questions
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient! Choose one of the options below.
|
IMMEDIATE DOWNLOAD
Includes: PDF Handout Materials & MP3 Audio Recording
|
$149
|
 |
|
PRINTED MATERIALS & DISC
Includes: Printed Handout Materials and CD-ROM containing PDF version of handout materials and audio recording
|
$199 + S&H
|
|
By Phone: Call us at 1-866-754-6477
*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc. and Martin M. Shenkman are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. A Certificate of Completion will be provided to all of those in attendance. It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc. and Martin M. Shenkman. |