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Advanced 709

‐ Jul 27, 2010 4:35pm

Credits: None available.

This session will delve into mistakes commonly made in preparing gift tax returns and how to avoid them. The focus will be on:
- Gift-splitting – when, to what extent, and how
- Withdrawal powers – requirements and effect of lapse
- Transfers to trusts – proper reporting and generation-skipping transfer tax issues
- Adequate disclosure – requirements, types of transfers to disclose, and consequences of failure to disclose



Credits: None available.

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