2024 Estate and Gift Tax Returns

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Special Price $27.97 Regular Price $54.97

Course Overview:

Dr. Bart is back and ready to provide the answers to the biggest questions surrounding Estate and Gift Taxes. This course is IRS-approved and is presented by Dr. Bart Basi, a renowned tax law and financial planning expert. In this session, Dr. Basi, with his extensive knowledge and experience, will provide a comprehensive breakdown of key aspects of both gift and estate tax returns. This webinar is designed for tax professionals of all levels. It will equip you with the knowledge to confidently navigate the complexities of estate and gift tax returns, ensuring you meet all filing requirements and deadlines.

What You'll Learn:

Gift Tax Returns:

Who is required to file?
How to accurately value items reported as gifts
Adequate disclosures needed for compliance
Filling out Form 709

Estate Tax Returns:

Who is required to file?
How to determine the Gross Estate Value
Best practices for valuing estate property
Understanding the portability of the 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."