Surgent's Successfully Completing a Gift Tax Return -- Form 709 (F709)
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will have a taxable estate. For these select clients, making large gifts before death can be extremely tax efficient for the client and profitable for the practitioner filing the gift tax return. Learning how to file a basic gift tax return can help you attract and retain clients, increase your value-add, and generate revenue.
Date & Time:
Wednesday, January 23, 2019
10:00am – 12:00pmAdd this event to my calendar
Field of Study:
2 hours CPE credit
Registration for this event has passed.
Applicable if you are a NVCPA member in good standing.
Applicable if you are not a NVCPA member.