Course Information

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709 Preparation and Planning: Completing the Gift Tax Return (2008-2009 Edition)
Author: Sidney Kess and Barbara Weltman

Description:
709 Preparation and Planning: Completing the Gift Tax Return walks you through preparation of the federal gift tax return. It reviews lifetime transfers subject to the gift tax and provides instructions for figuring gift tax liability.

Topics covered include:

  • Transfers subject to tax
  • Gifts to a spouse
  • Annual gift tax exclusion
  • Gifts subject to both gift and GST
  • Figuring the gift tax
  • Filing the return
  • Credits against the gift tax

Course Details:
Price:  $45.00
Field of Study:  Taxes
Prerequisites:  None
Level:  Overview
Course was last updated on:  10/08/08
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Library:
Learning Center Core
Wealth Management

Technical Requirements:
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Credit Available For: Units
CPE 3.0 CPE
QAS 3.0 CPE
Enrolled Agent (Accepted by the IRS) 3.0 CPE
CTEC Federal 3.0 CE

Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.

User Reviews
Reviewer: Colleen O. submitted on 12/30/2008
Pretty thorough overview.
Reviewer: Darryl T. submitted on 11/25/2008
N/A
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