Gift Tax Returns Practical Tips and Planning Ideas: Free Webinar

Register for the webinar here: https://hubs.li/Q01P6dt50

Clients too often view gift tax returns as pretty simple projects without understanding the cost, complexity, or the need for consulting other advisers. That misconception can hinder an adviser trying to prepare a gift tax return properly.

Understanding the myriad of complexities and nuances in properly reporting transactions on gift tax returns, what needs to be reported, how to accurately report, and the phraseology to use, etc. is critical to properly preparing a gift tax return. That knowledge can also help clients understand why the return is more involved, and help the practitioners do a better job.

The program will discuss how to report several unusual transactions (variations on the traditional Wandry type transaction, etc.), traps that are commonly overlooked, practical suggestions on how to explain to clients why gift tax returns are involved, tips on exhibits and meeting adequate disclosure rules, options for handling GST elections, and more.

Join us on Thursday, May 18 at 4:00 pm for part four of the Estate Planning webinar series led by Martin Shenkman and Joy Matak, JD, LLM where they will provide practical guidance to help practitioners better address gift tax issues.