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Surgent's Successfully Completing a Gift Tax Return -- Form 709 (F709)

 
 Monday, Nov. 18, 2019 from 1:00 pm to 3:00 pm
 Online
 
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Registration is Open
VSCPA Members
$89.00 Regular Registration
Nonmembers
$89.00 Regular Registration
Designed For:
Any tax practitioner who wishes to understand how to assist clients with filing a federal gift tax return
Prerequisite:

Basic understanding 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: Individual 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.

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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.