Free NAEPC Webinar: Adequate Disclosure on Gift Tax Returns Form 709
Date: Wednesday, March 12, 2025
Time: 2:00pm - 3:00pm
Location: Virtual
Speaker: Kyle C. Martin
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Adequate Disclosure on Gift Tax Returns Form 709
Speaker: Kyle C. Martin
Date: Wednesday, March 12, 2025, 3:00pm - 4:00pm ET
Register for the Webinar >>
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About the Program
Kyle Martin will be speaking about the need for Adequate Disclosure on Gift Tax Returns filed since 1997. The concern is that many tax return preparers are still unaware of the law passed as part of the 1997 Tax Act and only file returns which lack the required information. When this happens, the 3 Year Statute of Limitations does not begin to run and these tax returns can be opened years later. Kyle will demonstrate the check list for return preparers and appraisers to use. Kyle will also review pitfalls with filing both Estate and Gift Tax returns: Form 706 and Form 709.
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Kyle Martin is a Supervisory Attorney in the Estate and Gift Tax Division at the IRS and has been with the Service since 1989. He is a California Lawyer and works in Oakland, CA.
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Webinars will be hosted within NAEPC's new online community, Tradewing, which will allow us to offer them on a complimentary basis! Participants must create an account and then register for the webinar they would like to attend.
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Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.
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Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit.
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See Upcoming Event Calendar
