UI Charitable is pleased to announce its sponsorship of an upcoming webinar hosted by the National Association of Estate Planners & Councils (NAEPC), titled "Adequate Disclosure on Gift Tax Returns Form 709." This complimentary session is scheduled for Wednesday, March 12, 2025, from 3:00 pm to 4:00 pm ET.
Webinar Overview
The webinar will feature Kyle C. Martin, a Supervisory Attorney in the Estate and Gift Tax Division at the IRS. Mr. Martin will discuss the critical importance of adequate disclosure on Gift Tax Returns filed since 1997. He will provide a comprehensive checklist for return preparers and appraisers to ensure compliance, thereby initiating the 3-year statute of limitations and protecting against potential future audits. Additionally, the session will cover common pitfalls in filing both Estate and Gift Tax returns (Forms 706 and 709).
UI Charitable's Commitment
By sponsoring this educational event, UI Charitable Advisors underscores its dedication to supporting the professional development of estate planners, tax advisors, and financial professionals. We recognize the complexities involved in tax compliance and aim to provide resources that enhance practitioners' knowledge and effectiveness in serving their clients.
Registration Details
This webinar will be hosted through Tradewing, NAEPC's new online community platform. Attendees will get an exclusive preview of this innovative community, which will also serve as the hub for future NAEPC webinars.
To Register:
Click the RSVP button on the event page.
In the pop-up window, select "Sign Up" to create your Tradewing account.
For more information and to register, please visit the NAEPC event page.
Join us on March 12th to gain valuable insights into ensuring compliance with gift tax return requirements and to enhance your practice's proficiency in estate and gift tax matters.
