Surgent's Successfully Completing a Gift Tax Return : Form 709

Overview

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 & profitable for the practitioner filing the gift tax return. Learning how to file a basic gift tax return can help you attract & retain clients, increase your value-add & generate revenue.