The Preparation of Form 709: Line-by-Line

Overview

Gift taxation is a critical component of estate planning & Form 709 serves as the key reporting tool. This course provides a comprehensive line-by-line guide to preparing Form 709, ensuring accuracy & compliance. Participants will learn how to determine taxable gifts, apply exclusions & utilize available deductions. Special attention will be given to valuation techniques, gift-splitting & generation-skipping transfer tax (GSTT) considerations. Additionally, this course will examine any new legislative changes From the current administration & how they may impact gift tax planning & reporting.

Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab & submit to kori.herrera@acpen.com