Advanced Gift Tax Return Preparation Issues 

    originally aired 2/19/13 

    Seminar recording | Presentation materials

    With so many taxpayers who took advantage of the 35% gift tax rate last year, there will be many gift tax returns that will need to be filed by April 15, 2013. This webinar will help CPAs identify and deal with the many complex issues regarding 2012 Form 709 gift tax return filings.  The webinar will help practitioners with:

    • Meeting the adequate disclosure rules
    • Addressing generation-skipping transfer (GST) tax issues
    • Working, and understanding reporting, with Wandry, Petter, and Christiansen clauses
    • Making QTIP elections on gift tax returns
    • Electing gift splitting


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