Course Overview:
Join Dr. Bart as he returns to address the most pressing questions on Estate and Gift Taxes in this CTEC-approved, IRS-approved course. Dr. Bart Basi, an esteemed expert in tax law and financial planning, will guide you through a detailed exploration of essential elements in gift and estate tax returns. Tailored for tax professionals at any experience level, this webinar offers the tools you need to expertly handle the intricacies of estate and gift tax filings, ensuring compliance with all regulatory requirements and deadlines.
What You'll Learn:
Gift Tax Returns:
- Who must file?
- How to value items reported as gifts
- Adequate disclosures needed
- Filling out Form 709
Estate Tax Returns:
- Who must file?
- How to determine a Gross Estate
- How to value estate property
- Portability of unused exemption
- Filling out Form 706
This Course Counts for 1 Hour of Federal Tax Law for IRS Continuing Education.
About the Presenter:
Dr. Basi is the current Senior Advisor to The Center for Financial, Legal & Tax Planning, Inc. He is an Attorney and CPA with a Ph.D. in Economics. Dr. Basi has expertise in financial accounting, business succession, business valuation, mergers and acquisitions, retirement and estate planning, strategic planning, and tax aspects of business decisions for closely held and family businesses. He speaks nationwide, writes, and researches on all of these areas. He has written five loose-leaf bound books, fourteen workbooks, and over 300 articles and has worked with hundreds of businesses and associations. Journals that have published Dr. Basi's work include "Money Matters," "The American Journal of Small Business," "The Journal of Family Law," "The Journal of Estate Planning," "The Tax Lawyer," "Small Business Taxation," "Taxation for Individuals," "Taxation for Accountants," "Taxation for Lawyers," "The CPA Journal," and "The Tax Executive."
