Form 709: Federal Gift Tax Return

We will walk step-by-step through the basics of federal gift tax preparation, including calculation of tax due, gift tax splits, and filing procedure and deadlines. Sample forms will be discussed.
Originally presented as part of Gift & Estate Tax Workshop: Forms 709, 706 & 8971 2025.

Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P2209-25R-01

$65.00 or 1.00 credits

Qty: decrease increase

Expires 11/01/2027

A hypothetical fact situation will be presented which includes a decedent’s estate with a living trust, retirement plan, life insurance, and sample forms 1041, 706 & 709. Examine how various decisions will result in specific tax consequences and how to prepare Forms 706 & 709 to effectively handle those consequences.
Stuart J. Kohn, Levenfeld Pearlstein LLC, Chicago

We will walk step-by-step through the basics of federal gift tax preparation, including calculation of tax due, gift tax splits, and filing procedure and deadlines. Sample forms will be discussed.
Alyx P. Durachta, Levenfeld Pearlstein LLC, Chicago

Overview
Specifications

Expires 11/01/2027

Products specifications

Category	Estate Planning & Probate
Category	Tax
Program Date	11/14/25

Products specifications

Category	Estate Planning & Probate
Category	Tax
Program Date	11/14/25

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