A taxpayer who gives gifts may have to file a gift tax return. This course reviews the process of preparing and filing Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return, from start to finish, including what triggers a filing requirement and consequences for noncompliance.

Learning Objectives

  • Understand the workings of the unified estate and gift tax system.
  • Explain when a taxpayer must file Form 709.
  • Describe how to correctly prepare Form 709.
  • Explain the possible outcomes for noncompliance with Form 709 filing requirements.

Education Information

IRS Program Number: NMVBP-T-00187-21-O

Length: 100 minutes plus optional question-and-answer session (no CE)

Prerequisite: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Online Webinar/Group Internet Based

Field of Study: NASBA Taxes; IRS Federal Tax Law Topics/Federal Tax Related Matters

Credit hours: 2 CPE/CE

All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators.  IRS CE and NASBA CPE credits are available for the live webinars by responding to polling questions that randomly appear during the live event.  Attendees must respond to the required number of poll questions for each CE/CPE 50 minute hour; if you meet that minimum and if you have provided a valid PTIN, your CE is  automatically reported to irs.gov and a CE/CPE certificate is generated within 10 days of the event. 

See below for more information regarding administrative policies, such as complaints or refunds, or contact Sherrill Trovato, EA, USTCP, President of Gregory & Associates, Inc., at 714.777.9359.  There are no prerequisites or advanced preparation required for this webinar.  

OFFICIAL NATIONAL REGISTRY OF CPE SPONSORS STATEMENT:  Gregory & Associates, Inc. dba Compass Tax Educators is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.  

IRS CE: Gregory & Associates, Inc., IRS Provider Number MNVBP, dba Compass Tax Educators is authorized by the IRS Return Preparer Office to offer CE to enrolled agents in accordance with their policy for the live course sessions under Treasury Department Circular 230 Sections 10.6(f) and 10.9. This does not constitute an endorsement by the IRS RPO.

Webinar Policies, Refunds, Cancellations: 

Ticketing ends 30 minutes prior to the live event, or 1:30 PM ET.

If you are unable to attend the live webinar for any reason, you can cancel up to 12:00 PM ET the day before the webinar begins. If you cancel, you can receive either a refund of fees paid, less a $35 administrative fee, or access to the on-demand webinar on the same topic. 

If you have any questions regarding our refund policy, or any other administrative policy, please contact Sherrill Trovato, EA, USTCP at 714.777.9359 or Geri Bowman, CPA, EA, USTCP at 330.628.0415.

About the instructor

EA, CPA Kevin Todd

Kevin J. Todd, EA, CPA holds a BBA in Accounting Information Systems and an MS in Accounting, both from Eastern Michigan University. He recently joined the American Expat Tax Services team as the US Tax Manager after growing his tax and accounting practice in Livonia, Michigan for 12 years. Kevin has also held controller-level positions in retail and health care organizations. He is an Enrolled Agent and Certified Public Accountant in Michigan. Kevin is a National Tax Practice Institute Fellow and has taught for Michigan Society of Enrolled Agents as well as Special Enrollment Examination review courses.

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