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):

• Karen Goldberg, JD LLM, Principal, EisnerAmper LLP