Form 709 Filing Process for Gift Tax Returns 2 Credits
Learning mode
Navigating the complexities of gift taxes can be overwhelming, especially when it comes to filing Form 709. How can you ensure that your gifts qualify for tax exclusions? What should you know about marital deductions and gift splitting?
This CE course is designed to provide you with practical insights and expert guidance to help you master the nuances of gift tax returns and maximize potential savings. You'll explore essential tax strategies, filing requirements, and key deductions to help you navigate Form 709 with confidence. You’ll delve into the annual exclusion, charitable and marital deductions, and learn how to take advantage of gift splitting. We'll also break down the gift tax return filing process, due dates, extensions, and how to handle unique scenarios, such as gifts to non-citizen spouses.Â
Major topics covered:
Join us, whether you’re an individual preparing for a large gift or a tax professional guiding clients, this course will provide you with the necessary tools to succeed.
For more IRS CE Courses, Click here.
Credits
2
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration.
Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.

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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
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