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Form 709: Gift Tax Return Fundamentals

Get the essential information you need to file Form 709 and save your clients from future estate tax problems.

Get the essential information you need to fill out and file Form 709 without worry. Transfer taxes are imposed on the gratuitous transfer of property. When property is transferred during lifetime, a gift tax may be imposed. While the most ignored tax, failure to properly comply with the gift tax laws during life may cause estate tax problems at death. During this ondemand webinar, you will learn when a gift tax return should be filed, what type of gifts need to be reported, what type of information needs to be included to adequately disclose what is reported and the benefits of properly complying with the gift tax laws. By properly reporting gratuitous transfers during life, surprises at death can be avoided.


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Why Lorman?

Over 29 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

When and Where to File Form 709

How the Gift Tax Works and How It Is Computed

What Is a Gift and When Is It Taxed?

Exclusion and Deductions for Gift Taxes

  • Annual Exclusion
  • Marital and Charitable Deductions
  • Medical and Educational Exclusions

Filling out Form 709

  • Items to Report
  • Information to Include With Return
  • Discussion of Schedules

Overview of Generation-Skipping Taxes and Form 709, Schedule C

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Why Lorman?

Over 29 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

No credit available.

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Why Lorman?

Over 29 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Robert E. Barnhill, III

Robert E. Barnhill, III

Live Speakers, Inc.

  • Attorney, certified public accountant, personal financial specialist and certified financial planner with Live Speakers, Inc.
  • Practices in the estate and retirement planning areas, and has written several books covering these and related business areas
  • Adjunct professor at Texas Tech University in the personal financial planning department for more than 20 years
  • Conducted training sessions for various professional associations throughout the United States for more than 26 years
  • Maintained a private practice for more than 29 years
  • Holds the Toastmasters International Accredited Speakers designation for platform excellence and has been named by the AICPA as an Outstanding Discussion Leader
  • Former international president for Toastmasters International from 1996 to 1997, former president of the West Texas Chapter of the Financial Planning Association, and a member of the American Bar Association, the AICPA, the State Bar of Texas, Society of Estate and Trust Practitioners, Society of Financial Service Professionals and the National Speakers Association
  • J.D., M.B.A. and B.A. degrees, Texas Tech University
  • Can be contacted at 806-794-1282 or [email protected]
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Why Lorman?

Over 29 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 395787
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