NAEPC Webinar: Adequate Disclosure on Gift Tax Returns Form 709
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Kyle Martin will be speaking about the need for Adequate Disclosure on Gift Tax Returns filed since 1997. The concern is that many tax return preparers are still unaware of the law passed as part of the 1997 Tax Act and only file returns which lack the required information. When this happens, the 3 Year Statute of Limitations does not begin to run and these tax returns can be opened years later. Kyle will demonstrate the check list for return preparers and appraisers to use. Kyle will also review pitfalls with filing both Estate and Gift Tax returns: Form 706 and Form 709.
Kyle Martin is a Supervisory Attorney in the Estate and Gift Tax Division at the IRS and has been with the Service since 1989. He is a California Lawyer and works in Oakland, CA.
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Thank you to UI Charitable Advisors for sponsoring this complimentary webinar!
This webinar will be hosted through Tradewing, NAEPCs new online community that will be fully-launched in early 2025! By attending you'll have a sneak peek into this new and exciting community, which will also act as host to our monthly webinars. WHEN REGISTERING FOR THIS COMPLIMENTARY WEBINAR YOU WILL BE ASKED TO CREATE A TRADEWING ACCOUNT. PLEASE CLICK THE RSVP BUTTON AND THEN "SIGN UP" IN THE POP-UP WINDOW THAT APPEARS.
REGISTER HERE for the program.
See all upcoming and previous webinars
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The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality,
multi-disciplinary education. Programs are COMPLIMENTARY.
Webinars are offered within the Tradewing online community, which is separate from the NAEPC website. Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend.
Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending if you have any questions with regard to the availability of credit.
Sponsorship
Webinar sponsorship is available, along with other opportunities to support the association. Email sponsorship@naepc.org to be added to the distribution list for opportunities.
