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709 Preparation and Planning: Completing the Gift Tax Return

Sidney Kess and Barbara Weltman

709 Preparation and Planning: Completing the Gift Tax Return walks you through preparation of the federal gift tax return. It reviews lifetime transfers subject to the gift tax and provides instructions for figuring gift tax liability.

Topics covered include:

  • Transfers subject to tax
  • Gifts to a spouse
  • Annual gift tax exclusion
  • Gifts subject to both gift and GST
  • Figuring the gift tax
  • Filing the return
  • Credits against the gift tax

Course Details
Price:  $36.00
Field of Study:  Taxation
Prerequisites:  706 Preparation and Planning Part 5: Special Situations and Completing the Return
Level:  Overview
CTEC course number:  1075-CE-6106
Course was last updated on:  07/18/06
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Credit Available For: Units
CPE 3 CPE
QAS 3 CPE
CFP® (Accepted by the CFP Board) 3 CPE
Enrolled Agent (Accepted by the IRS) 3 CPE
CTEC Federal 3 CE

Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.

CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

User Reviews
Reviewer: GLENN H. submitted on 01/14/2008
Detail info covered
Reviewer: Jadallah J. submitted on 01/08/2008
Organized - step by step
Reviewer: Susan M. submitted on 08/03/2007
it is good for a beginner
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