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How To Accurately Prepare the 709 Gift Tax Return



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In his webinar, Bob provides advisors with an important refresher course on gift tax returns. This 60 minute course reviews the critical gift and GST issues encountered when preparing federal gift tax returns, Form 709. This simply is a "must see" webinar series for all practitioners. Bob will cover all of the following topics:

 

Major topics will include:

•            The annual exclusion rules for gifts to trusts including required Crummey notices and § 2642(c) trusts

•            QTIP elections on gift tax returns and the need for timely filing

•            What should you disclosed for purposes of running the gift tax statute of limitations

•            The reporting of family sales, installment sales to grantor trusts and SCIN sales

•            Reporting GRATs, QPRTs and other split-interests

•            Reviewing valuation reports

•            Reporting valuation discounts for gifts of closely-held businesses and reporting requirements

•            When to make disclosures on Form 8275 and 8275R

•            The utilization of generation skipping transfer Tax exemption and the related automatic allocation rules

•            Reporting gifts to 529 Plans

•            Reporting the use of a deceased spouse’s unused exclusion exemption amount (DSUE)

•            Understanding when gift splitting is allowed and how to report properly

•            Adequate disclosure requirements and the statute of limitations

•            How to allocate GST exemption on large formula gifts

•            How to allocate GST exemption on ETIP gifts

•            How to report defined valued clauses

•            Understanding gift splitting



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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning, and a member of CCH's Financial and Estate Planning Advisory Board. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals. In the past 20 years, he has received over 250 favorable private letter rulings including several key rulings of """"first impression."""" Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms. Mr. Keebler is the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - """"Family Tax Planning Forum,"""" Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning. Robert.Keebler@KeeblerandAssociates.com


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