Earlier today, we had almost 100 people attend our popular educational program entitled, “The Ins & Outs of Correct 709 Prep“. It is very clear that this is an area that many estate planners want further guidance on how to properly plan and prepare the gift tax return.

Here are what just a couple of people had to say about today’s program:

“Very good session on a most-confusing area!”
– D. Zanish, CPA

“Excellent, as always!”
– C. Boomgarden, CPA

Still a popular area, we will be looking to put together another program with either further in-depth discussion on the GST issues and additional examples. In the meantime, you can still purchase the handout materials and the audio recording of today’s program if you were unable to join us. Click here for more information and to purchase.