Date: May 16 , 2025  

Time: 1pmET | 12pm CT | 11am MT | 10am PT

Duration: 120 minutes

Description:

Understanding and filing Form 709 can be a daunting task, especially with the many rules surrounding gift tax exclusions, marital deductions, and gift splitting. Without clear guidance, it’s easy to miss opportunities—or worse, make costly mistakes.

This continuing education course is designed to simplify the complexities of gift tax reporting and help you file with clarity and confidence. You’ll gain practical insights into key filing requirements, tax-saving strategies, and how to take full advantage of the available exclusions and deductions.

Key Topics Covered:

• The annual gift tax exclusion and how to apply it
• Rules around marital and charitable deductions
• Proper use of gift splitting between spouses
• Filing timelines, extensions, and special considerations—like gifts to non-citizen spouses

Learning Objectives

• Apply the annual gift tax exclusion to eligible gifts effectively
• Utilize charitable gift deductions to minimize taxable transfers
• Evaluate the use of marital deductions in estate and gift tax planning
• Implement gift-splitting strategies to optimize tax advantages
• Understand the procedures and deadlines for filing amended Form 709 returns

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 120 minutes

Whether you’re a tax professional or financial advisor, this course equips you with the tools to maximize tax efficiency, avoid common pitfalls, and confidently navigate Form 709.

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration.