Estate & Gift Tax Update

webinar
IRS Number: 5KBKR-T-00689-21-O

Product Description

Course Outline

Course Title & Author Estate & Gift Tax Update Robert Jennings CPA, CFP®
Credit Hours 1
Publication Date February 21, 2021

Topic Minutes
Introduction & Overview 5
Gift Tax 10
Filing 709 Return 10
Gift Splitting 5
Estate Tax 10
Forms to file at death 5
Portability Election 10
Estate Plan Checkup & Trusts 5
TOTAL 60

Upon completion of this course you will be able to plan gifts and estates with your clients, particularly in line with current and potential estate and gift tax changes. You will be provided with the information necessary to determine tax minimum filing requirements and identify the thresholds for exempt gifts and other excludible amounts. Participants will gain a working knowledge of gift tax as it pertains to gift splitting and filing a 709 return. In addition, the course will provide a general understanding of estate plan checkup and trusts, as well as estate tax, including forms to file at death and portability elections.

Attendee Requirements

THIS IS A REBROADCAST - Earn Live CPE credit. This is a rebroadcast of an earlier webinar with a Live Moderator to answer your questions.

You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor.

If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webcast in order to receive CPE credit.

You can log in 10 minutes early. Please note-you will not see or hear the speaker until the prompt start time.

All streaming webinar times listed are Eastern Time Zone. Please adjust to your time zone.

Prerequisites

None

Field of Study

Taxes-1.00

Hours

1

NASBA Categories

Taxes

Course Level

Intermediate

Course Objectives

We review 2023 rules for estate and gift tax including exemptions, 709 & 706 filing requirements, gift splitting and the unused exemption deceased spouse election

Available Options

Webinar

A scheduled, online course viewable on any computer or device with Zoom access; suitable for single person use. Webinars include: online course, eBook download, & PDF of PowerPoint slides. CPE credit will be issued based on log in time and percentage of polling questions answered.

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Seminar

A live event to be attended in person. Seminars include: printed book, eBook download, PDF of PowerPoint slides, light breakfast, lunch, & CPE credit.

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Self Study Options

On Demand

An online, previously recorded course viewed at your convenience. The course is added to your TaxSpeaker account for instant access and includes: eBook, PDF of PowerPoint slides, downloadable course video, & (1) exam required for CPE credits.

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Ebook/DVD

A digital, downloadable PDF course manual & DVD package which includes: digital manual, DVD of course presentation, PDF of PowerPoint slides & (1) exam required for CPE credit. The DVD will be shipped to you and the manual/slides will be added to your TaxSpeaker account to download at your convenience.

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Manual/DVD

A physical, printed copy of our course manual and a course DVD. Included is: manual, DVD, PDF of PowerPoint slides, & (1) Exam required for CPE credit. The manual and DVD will be shipped to you; the slides will be added to your TaxSpeaker account to download at your convenience.

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Speaker Details

Bob Jennings CPA, EA Bob Jennings CPA, EA

Disclaimer

Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. All 8-hour webcasts will break for lunch, and have 2, 10-15 minute breaks.

Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

Cancellation, Transfer and Refund Policy Registration fees will be refunded in full for up to 30 days in advance of the seminar. Registrations cancelled between 1-30 days prior to the seminar date are subject to a $50 cancellation fee. For more information regarding administrative policies, complaints and refunds please contact us at 877-466-1040 for auxiliary aid needs or visit www.taxspeaker.com.
NO REFUNDS/TRANSFERS WILL BE ISSUED AFTER THE SEMINAR BEGINS. NO EXCEPTIONS.

Continuing Education
Jennings Advisory Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor #108251


Jennings Advisory Group, LLC has entered into an agreement with the Return Preparer Office, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number 5KBKR.

ALL OF OUR TAX COURSES HAVE IRS APPROVAL UNLESS OTHERWISE NOTED**