Description
Looks can be deceiving: gift tax returns are not as easy as they appear. This session will be an eye-opener as to the pitfalls and challenges of preparing a complete and accurate return.
Armed with this knowledge, you will protect both you and your client from future liability and audit risk. The following will be addressed:
- Identify when should a gift tax return be filed
- Gift-splitting: Recognize when to split or not to split
- Adequate disclosure of gifts: Are you covered?
Speaker(s):
