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

January 23, 2019

1:00 PM — 3:00 PM

Location Webinar

Member Price $89.00
Non-member Price $119.00

Curriculum Taxation

Field of Interest

Level Advanced

Designed For

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


  • Understand how to file a simple gift tax return


  • Taxpayers who do not file gift tax returns but should
  • The annual exclusion rules for gifts to trusts including required Crummey notices
  • What should be disclosed on the return for purposes of running the statute of limitations
  • The reporting of installment sales and split-interest
  • Valuations and valuation discounts for gifts of closely held businesses
  • The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules
  • Reporting the use of a deceased spouse’s unused exclusion exemption amount (DSUEA)
  • A line-by-line explanation of Form 709



Basic understanding federal income and transfer taxes


Surgent McCoy CPE, LLC

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