Gift Tax 2019

Price: $76.00

CPE Credits: 3.0

Category: , ,

Course Number: TXGIFTAC

Gift Tax CPE

Description:
Gifts are a commonly used method to reduce the amount of estate taxes owed. The Tax Cuts and Jobs Act made changes the affect gift taxes. This course has been updated to reflect all current changes to tax law as practitioners prepare returns in 2019. This course will explore the topic of gift taxes. It will explain when gifts are free of tax liability and identify various scenarios where filing a gift tax return is required.  Table of Contents

Delivery Method: QAS Self Study.

Level: Intermediate.

Prerequisites: None

Advanced Preparation: None

AuthorTax CE Publishing 

Publication: October 2018

Format: PDF
Pages: 78

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Describe what financial transactions constitute a gift.
  • Recognize when a gift transaction is completed.
  • Identify the annual gift exclusion amount.
  • Differentiate between present interest and future interest gifts.
  • Recognize the types of gifts that are not subject to gift taxes.
  • Recognize the benefits of gift splitting.
  • Identify the form that is used for gift taxes and the due date for submitting it.

Description:
Gifts are a commonly used method to reduce the amount of estate taxes owed. The Tax Cuts and Jobs Act made changes the affect gift taxes. This course has been updated to reflect all current changes to tax law as practitioners prepare returns in 2019. This course will explore the topic of gift taxes. It will explain when gifts are free of tax liability and identify various scenarios where filing a gift tax return is required.  Table of Contents

Delivery Method: QAS Self Study.

Level: Intermediate.

Prerequisites: None

Advanced Preparation: None

AuthorTax CE Publishing 

Publication: October 2018

Format: PDF
Pages: 78

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Describe what financial transactions constitute a gift.
  • Recognize when a gift transaction is completed.
  • Identify the annual gift exclusion amount.
  • Differentiate between present interest and future interest gifts.
  • Recognize the types of gifts that are not subject to gift taxes.
  • Recognize the benefits of gift splitting.
  • Identify the form that is used for gift taxes and the due date for submitting it.
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