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Filing Form 709: How to Report Federal Gift Tax

Provider: Becker Professional Education

Length: 86

Taxes 1.5 CPE Credits Basic QAS self study IRS EA Federal Taxation

This course will be an overview of:

  • Gift tax basics, including transfers and individuals subject to the gift tax
  • Specific gift tax exclusions, including the medical and educational exclusions
  • Valuation of gifts for tax purposes, with special note of carryover basis
  • Form 709 to report and calculate the gift tax
  • Gift tax planning strategies

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