Scheduled Times are Eastern Time Zone

Preparing Form 709 - Line by Line

Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01419-19-O  02 Credits   Taxes  Art Werner
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Basic 





Course Description:

Tax compliance issues in the gifting of assets are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in the line-by-line preparation of the federal gift tax return (Form 709)


▪       Prepare a Form 709


▪       How to prepare a federal gift tax return (Form 709), specifically:

  • Part 1 – General Information
  • Part 2 - Tax Computation
  • Schedule A – Computation of Taxable Gifts
  • Schedule B – Gifts From Prior Periods
  • Schedule C – Deceased Spousal Unused Exclusion (DSUE) Amount
  • Schedule D – Computation of Generation-Skipping Transfer Tax

Event Properties

Event Date 12-07-2020 12:00 pm
Individual Price 49.00
Categories Federal Tax Updates,Moderated Webinars

Group Rate

#Registrants Rate/Person($)
5 45.05
10 41.10
20 37.15


Art Werner

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