The federal gift tax often comes as a surprise to clients who want to transfer wealth to family members. 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.
Session Highlights:
- Describe what the federal gift tax is and how it works
- Identify transfers that are subject to the gift tax and which are not
- Explain key compliance and reporting requirements for the gift tax
- Identify planning opportunities with the gift tax
- 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?
- Identify which gifts are subject to tax.
Credits and Other Information:
- Recommended CPE credit – 2.0
- Recommended field of study – Taxes
- Session Prerequisites and Preparation: None
- Session learning level: Basic
- Location: Virtual/Online
- Delivery method: Group Internet Based
- NASBA Sponsor: 146439
- IRS Course ID: PJGWS
- Attendance Requirement: Yes
- Session Duration: 2 Hours
- Case Studies and Live Q&A session with speaker
- PowerPoint presentation for reference
Who Will Benefit:
- CPA
- Enrolled Agents (EAs)
- Tax Professionals
- Attorneys
- Other Tax Preparers
- Finance professionals
- Financial planners
Coder Archives 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:
www.nasbaregistry.org.
Speaker Profile:
Klaralee Charlton is an estate and tax attorney at 3i Law working with clients to effectively plan for the future transfer of assets and efficiently administer assets post-death. She works with clients to visualize their estate planning goals while capturing opportunities to mitigate risk, administrative burdens, and unnecessary tax liability.
After a death, Klaralee works alongside family members to accomplish necessary transfers and ensure reporting obligations are met. Klaralee also partners with legal and accounting professionals on case strategies to minimize tax liability and meet reporting requirements.
She is a frequent speaker on the topics of estate and fiduciary income tax and is an adjunct professor in the University of Denver, Graduate Tax Program.
Credits and Other information:
- Recommended CPE credit – 2.0
- Recommended field of study – Taxes
- 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-00088-24-O
- Attendance Requirement: Yes
- Session Duration: 2 Hours
- Case Studies and Live Q&A session with speaker
- PowerPoint presentation for reference
Coder Archives 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: www.nasbaregistry.org.
We are approved to provide CPE/CE credits to Tax Professionals
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