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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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In certain situations, clients want to gift assets to their children, grandchildren, or other loved ones. Instead of leaving a large inheritance when the client passes away, many clients want to watch their children enjoy a part of their inheritance while the client is still alive. However, the IRS has placed restrictions on the amounts of gifts that can be made and even imposes a Gift Tax on certain transfers of property. It is important to understand the laws associated with making gifts, and it is more important to have knowledgeable advisors to help structure gift transactions to minimize or eliminate Gift Tax payments to the IRS.
Many of our clients make taxable gifts without being aware they need to file Form 709, Gift Tax Return.
Preparing gift tax returns (Form 709) seems relatively simple. However, there are lots of traps for the unwary. Moreover, unlike income tax returns, mistakes are not quickly beyond audit and are often uncovered when the client dies – providing years. Proper compliance with the complex gift tax rules remains necessary to protect and preserve the advantage of the current exclusion levels. 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.
In this CE/CPE webinar, the speaker will be reviewing Form 709 and will also go over what tax practitioners need to know about Gift Taxes.
Key topics discussed in this course:
Here is the link to your interests: Tax Courses | IRS Audit, IRS Representation, and IRS Resolutions Courses
Owner, Pon & Associates
Lawrence Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA
Mr. Pon has been in tax practice since 1986 and speaks regularly to tax professionals and financial advisors on the latest tax planning and preparation topics.
Mr. Pon enjoys helping his clients reach their financial goals through comprehensive tax planning and financial planning.
Mr. Pon received his BS in Business Administration (Accounting & Finance) from UC Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
71 Ratings
Excellent
47
Very Good
22
Average
2
Poor
0
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VC
Jul 4th, 2023
Great presentation. Lots of examples of real life situations. I learned a lot.
ADA
Jul 2nd, 2023
Great presenter, easy to understand, great transfer of knowledge.
RM
Jun 22nd, 2022
Overall it was great but running over time is frustrating.
DS
Dec 9th, 2023
Love the handouts - great reference materials
NR
Jun 20th, 2023
just more interactive example
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