Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns
Friday, Jan. 16, 2026
Noon-2 p.m. Central
2 CPE (2 technical)
Course code: 25WC-0656
View pricing
Form 709 is filed by many tax practitioners but are frequently filed incorrectly. EspecI'lly troublesome is reporting the gift correctly on Schedule A, making the correct GST allocations and meeting the adequate disclosure requirements. This program will review common problems for preparers and provide examples of presentations for many of the frequently reported gifts in recent years.
Major subjects
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Review of sample returns with illustrations of most forms of gifts
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How to meet the adequate disclosure requirements
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Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse
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Electing in or out of GST allocations with indirect skips
Learning objectives
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Determine whether to report the gift on Part 1, 2 or 3 of Schedule A
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Recognize why adequate disclosure is important to limit the time for the IRS to audit the 709
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Identify clear presentation of numerous types of gifts through various examples provided
Who should take this program?
- CPAs, attorneys, enrolled agents and professional staff
Pricing
|
Standard Member Fee |
$99.00
|
 Standard Nonmember Fee |
$129.00
|
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Instructor
Donita Joseph, CPA, MBT
Location
Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (2.0)
Level
Intermediate
Format
Group Internet Based
Sponsor
NASBA ID#: 104822
Prerequisites
Prereq.
Understanding basic estate and trust terminology, and what constitutes a gift in this context
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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