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The Preparation of Form 709 - Line-by-Line

 Various
 
2.0
Registration is Open
Member Price
$79.00 Regular Registration
Your Price
$109.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 06/25/2025 from 4:00 pm to 5:52 pm
 Thu, 07/03/2025 from 11:00 am to 1:00 pm
 Mon, 07/28/2025 from 4:00 pm to 6:00 pm
 Mon, 08/04/2025 from 11:00 am to 1:00 pm
 Tue, 08/19/2025 from 1:00 pm to 3:00 pm
 Wed, 09/03/2025 from 11:00 am to 1:00 pm
 Tue, 09/30/2025 from 4:00 pm to 6:00 pm
 Fri, 10/03/2025 from 11:00 am to 1:00 pm
 Mon, 10/20/2025 from 1:00 pm to 3:00 pm
 Mon, 11/03/2025 from 11:00 am to 1:00 pm
 Mon, 11/24/2025 from 4:00 pm to 6:00 pm
 Wed, 12/03/2025 from 11:00 am to 1:00 pm
Designed For:

CPAs, EAs, and tax professionals

Prerequisite:

None

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

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

Objectives

  • Identify taxable gifts and apply the annual exclusion.
  • Complete Form 709 accurately and in compliance with IRS rules.
  • Determine when gift-splitting is beneficial and how to report it.
  • Analyze the implications of lifetime exemptions on gift taxation.
  • Understand the impact of GSTT and how to report it.
  • Review valuation methods for different types of gifts.
  • Explain the filing and payment deadlines for Form 709.
  • Address common errors and IRS scrutiny points.
  • Evaluate how recent legislation affects gift tax compliance and planning.

 

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.