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2020 Gift Tax Returns: Practical Tips How to Report Common 2020 Transactions



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2020 was a wild ride with a tremendous volume of transfer tax planning, especially close to the end of the year. All gift transfers have to be reported, but there are also non-gift transfers that might (or might not be reported).

In their exclusive LISI Webinar, three nationally-known experts, Martin Shenkman Steve Gorin and Joy Matak  will review many of the common 2020 planning transactions practitioners used and how they might be treated on gift (and income) tax returns.

Topics they will cover include the following:

  • Gifts of a promise;

  • Note sale transactions with defined value mechanisms of various types; 

  • Gifts with wandry clauses;

  • Double wandry gifts; two tier King type price adjustment clauses;

  • Transfers to trusts with disclaimer provisions or possibilities; etc.

  • What should be reported on income tax returns when a valuation adjustment clause is used? 

This program will be a practical “how to” focused on common 2020 transactions.



There will be no CE for this webinar


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