Avatar

Beyond The Numbers: Understanding The Important Gift, Estate, and Income Tax Elections - Preparing Forms 1041 / 706 / 709



Watch Now!
Recording and Slides are Available Here


Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections

In this fast-paced webinar Bob will discuss important elections associated with Form 709, 706, and 1041. The focus of this course will be reviewing returns and identifying key issues.

  • Gift splitting elections
  • Reverse QTIP elections
  • Electing out of automatic GST allocations
  • Valuation issues
  • 5-year 529 plan elections
  • Section 2642(c) chartible issues
  • Section 691(c) issues
  • Section 2013 PPT Credits
  • Adequate disclosure rules
  • Statute of limitations issues
  • Section 2032A and alternative valuation date
  • 754 partnership elections
  • Understanding DNI
  • Planning for Kenan gains
  • And MUCH more


There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

Registrant Email

After you pay you will be sent a link with the registration information. If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $129 for this webinar.

Forgot Password?

To become a LISI member Click Here



Avatar

Bob Keebler

March 28, 2019 3:00 PM EDT - 4:30 PM EDT ET

How To Accurately Prepare the 709 Gift Tax Return

More Info
Avatar Avatar Avatar

Alan Gassman, Christopher Denicolo and John Beck.

March 29, 2019 3:00 PM EDT - 4:00 PM EDT ET

Creative Planning Strategies under the New Final Regulations under Section 199A with an Emphasis on Real Estate, Small Businesses and Professional Practices.

More Info
Avatar

Bob Keebler

March 29, 2019 1:00 PM EDT - 2:30 PM EDT ET

What CPAs and Financial Planners Should Know About Trusts and Estates - A Special Re-Broadcast

More Info
Avatar Avatar

Bob Keebler & Peter Melcher

March 30, 2019 3:00 PM EDT - 4:30 PM EDT ET

199A - CRITICAL TAX SEASON ISSUES AND PLUS 60 MORE MINUTES OF LIVE OPEN QUESTIONS

More Info
Avatar Avatar

Bob Keebler & Peter Melcher

April 03, 2019 3:00 PM EDT - 4:30 PM EDT

199A - CRITICAL TAX SEASON ISSUES AND PLUS 60 MORE MINUTES OF LIVE OPEN QUESTIONS

More Info
Avatar Avatar

Alan Gassman,Christopher J. Denicolo,

April 04, 2019 3:00 PM EDT - 4:30 PM EDT

What Estate Planners Need to Know About Florida Law for Their Snowbird Clients

More Info
Avatar Avatar

Alan Gassman,Christopher J. Denicolo,

April 05, 2019 3:00 PM EDT - 4:00 PM EDT

Creative Planning Under Section 199A- Important Techniques to Help Maximize the Deduction

More Info
Avatar Avatar

Bob Keebler and Keith Schiller

April 24, 2019 3:00 PM EDT - 4:30 PM ET

Bob Keebler & Keith Schiller: Avoiding and Unsnaring Estate and Gift Tax Audit Traps - Achieving Best Results from Estate and Gift Tax Audits

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

April 25, 2019 3:00 PM EDT - 4:30 PM ET ET

Finding the 199A Sweet Spot - Revisited for Final Regulations

More Info
Avatar

Bob Keebler

May 3, 2019 3:00 PM EDT - 4:30 PM EDT ET

What Advisors Need to Know about Cost Segregation

More Info
Avatar

Steve Oshins

May 24, 2019 3:00 PM EDT - 4:30 PM EDT ET

Fear Factor: Protecting Assets by Getting into the Creditor’s Head and Controlling his Mind

More Info