Think the 709 Gift Tax Return
Is Straightforward?

One small mistake can cost your clients—and your reputation—big time.

Whether you’re an attorney, CPA, or financial advisor, you’ve likely encountered IRS Form 709. But here’s what most professionals don’t realize: The 709 Gift Tax Return is one of the most commonly misfiled forms in estate planning.

Even experienced preparers make avoidable mistakes—errors that can lead to audits, penalties, and unnecessary stress for your clients.

Master the 709 Once and For All

Join nationally renowned tax expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) for this practical, plain-English program entitled, “How to Accurately Prepare the 709 Gift Tax Return – Update for 2024 Returns”.

You’ll get the latest 2024 updates, a detailed walkthrough of the form, and real-world guidance that turns a confusing process into a confident one.

In just 103 minutes, you’ll learn:

✅ How to properly complete each part of the 709 form, from simple gifts to complex multi-million-dollar transfers
✅ The most misunderstood rules around gift splitting, GST elections, and Crummey notices
✅ How to report valuation discounts, GRATs, and other advanced planning strategies
✅ What you must disclose to avoid IRS scrutiny and minimize audit risk
✅ Common traps that even seasoned professionals fall into—and how to avoid them
✅ Which supporting documents to include (and how to prepare them)
✅ Tips for explaining the form to clients in a way that builds trust and positions you as an expert
✅ The latest changes for 2024 that impact reporting and strategy

Your Purchase Includes:

• Instant access to the video and audio presentation
• Downloadable PDF handout materials
• Optional transcript add-on available for easy reference

Don’t leave this critical part of estate planning to chance. Whether you file just a few returns or dozens each year, this session is a must-have update for your professional toolkit.