MenuClose
 Log Out
Cart 0 items
Site Search
Course Search

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

 Various
 
2.0
Registration is Open
Member Price
$89.00 Regular Registration
Your Price
$93.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Thu, 07/10/2025 from 10:00 am to 12:00 pm
 Fri, 08/15/2025 from 10:00 am to 12:00 pm
 Wed, 09/17/2025 from 10:00 am to 12:00 pm
 Tue, 10/14/2025 from 10:00 am to 12:00 pm
 Fri, 11/07/2025 from 12:00 pm to 2:00 pm
 Fri, 11/14/2025 from 1:00 pm to 3:00 pm
 Wed, 12/17/2025 from 10:00 am to 12:00 pm
 Mon, 02/02/2026 from 1:00 pm to 3:00 pm
 Thu, 04/02/2026 from 2:00 pm to 4:00 pm
 Currently available
Designed For:

Any tax practitioner who wishes to understand how to assist clients with filing a federal gift tax return

Prerequisite:

Basic understanding of federal income and transfer taxes

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

Delivery Method: On-Demand Webcast
CPE Credit: Taxes
Program Level: Advanced

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Understand how to file a simple gift tax return

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.