1. Are your providing Online Continuing Education Credits?
We are approved to provide CPE/CE credits to Tax Professionals
- IRS
- NASBA
Shopping Cart
{{cart.item_name.toUpperCase()}}
{{cart.type}}
$ {{new Intl.NumberFormat().format(cart.single_amount)}}
Oops! Your cart is empty!
IRS Form 709: The Federal Gift Tax Return
- Sep 06, 2022 Tuesday | 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | Duration: 120 Minutes
- Credit: IRS Credits: 2.0 | NASBA Credits: 2.0 | QAS: 2.0 |
Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar
Oft ignored by the unwitting taxpayer and overlooked by the practitioner, gift tax returns are left unfiled. Find out when these returns are due and how to prepare them. This course will take an in-depth look at a hypothetical client who has made multiple gifts over a period of years, and now seeks your help to comply with all tax reporting requirements.
Many taxpayers made gifts in the last year to transfer substantial assets at little to no Federal gift tax cost to take advantage of the significant federal gift tax exclusion. Proper compliance with the complex gift tax rules remains necessary to protect and preserve the advantage of the current exclusion levels. There is also the threat of coming law changes to reduce the available exclusions.
Session Highlights:
Upon completion of this course, you will be able to:
- Recognize the three elements that make a gift a “gift”.
- Identify which gifts are subject to tax.
- Understand the difference between the gift tax exclusion and the exemption.
- Employ special rules provided for by the gift tax regime that apply to donor spouses, non-resident aliens and expatriates.
- Complete Form 709 based on step-by-step instructions and practice pointers provided by an experienced professional.
Learning Objectives:
- This session will answer What constitutes a gift? Are all gifts taxed?
- What s the difference between the exclusion and the exemption?
- What are the filing requirements for Form 709? Who is liable for the tax?
- How does the gift tax impact the estate & GST tax regimes?
- How is the tax computed? What taxpayer information is needed?
Who Will Benefit:
- CPA's
- Tax Attorneys
- Accountants
- Tax Compliance Managers
- Other Tax Professionals
Speaker Profile:
Monica Haven, E.A., J.D. has a Masters in Taxation (LL.M.) and is a graduate fellow and former faculty member of the National Tax Practice Institute®. In practice for more than 30 years as an Enrolled Agent, an Accredited Tax Advisor® and an Accredited Tax Preparer®, Monica is a sought-after guest lecturer on college campuses and at community organizations. Monica has been a long-term and active member of numerous professional organizations, including the National Association of Enrolled Agents, the National Society of Accountants, the National Association of Tax Practitioners, the National Society of Tax Practitioners, the California Society of Enrolled Agents, the California Society of CPAs, and the California Society of Accounting and Tax Professionals, as well as the Los Angeles County Bar Association, the Young Tax Lawyers Committee, and the Tax Law Society. Monica welcomes every opportunity to share her experience and expertise in the classroom even as she maintains her Southern California tax practice which serves national and international clients. Her students have said, she’s a “fantastic speaker” who can take “hard subjects and put them into concepts or analogies that are easy to understand.” For additional information, published articles and extensive, useful tax information.
Credits and Other information:
- Recommended CPE credit – 2.0
- Recommended field of study – Tax
- Session Prerequisites and preparation: None
- Session learning level: Basic
- Location: Virtual/Online
- Delivery method: Group Internet Based
- NASBA Sponsor: 146439
- IRS Course ID: PJGWS-T-00060-22-O
- Attendance Requirement: Yes
- Session Duration: 2 Hours
- Case Studies and Live Q&A session with speaker
- PowerPoint presentation for reference
IRS Credits
NASBA Credits
QAS
2. When are the continuing education credits reported to the IRS, HRCI, NASBA and other regulatory bodies ?
We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.
3. What should I do if I can’t log my account?
The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.
- If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
- If the face any challenge, please reach out to us via email support@pro2learn.com or contact our support team through live chat support. Our support line is 1-937-865-8027.Our support team is available Monday to Friday from 09:00 AM – 06:00 PM EST/EDT
4. How can I view /access the courses that I have registered for?
When you register for any of our webinars/product, you receive will the instruction 24 hours prior to the conference. Also, the instructions are avilable in your account under ‘My Webinars’ section.
5. How can I cancel my registration?
You can cancel your registration to by email at support@pro2learn.com. If you cancel your registration for the paid webinar, the amount shall be credited back in your payment method within 7 business days.
6. How can I download the learning materials/Handouts available for the webinars/Seminar?
The conference materials are available 4 hours prior to the webinar. You can download it from the webinar page or by logging to your account.
7. What are the system requirements to attend a live webinar?
Our seamlessly integrated with ZOOM, WebX and, Goto for delivering continuing education webinars. The system requirements are :
- An internet connection – broadband wired or wireless
- Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth
8. What are CPE Package Courses?
Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.
9. What is web download and transcript?
- The web download is the recording of the webinar. You will receive a link to download and save the webinar on your computer and watch it anytime and multiple times.
- The transcript is the detailed written material presented during the webinar.
10. What is an On demand session?
On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.
11. How do I access a previously purchased webinar, self-study course, Web Download, or package?
To access a course that you have already purchased, all you must have to create/log in to your account. Click on the "Log In" button in the top right of the screen. Once you are logged in, you will have immediate access to all your purchased CPE courses, packages and other self-service or you can write on support@pro2learn.com.
12. I took a webinar, where is my certificate?
We will email your certificate within 3 working days of the end of the webinar, or you can login your account at www.pro2learn.com. If you don’t receive the email within 3 working days of the end of the webinar, check your spam/junk folder. If it’s not there, we recommend that you send us an email at support@pro2learn.com or connect over the online chatroom.
Download Summit Material
Mentors
© 2024 Pro2learn, Inc. All rights reserved.
