January 16, 2024


2 Total CPE Credits


Webinar (CA): Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 2023

  • Instructor

    Donita Joseph

Learning Objectives

• Determine whether to report the gift on Part 1, 2 or 3 of Schedule A
• Recognize why adequate disclosure is important to limit the time for the IRS to audit the 709
• Identify clear presentation of numerous types of gifts through various examples provided

Major Topics

• Review of sample returns with illustrations of most forms of gifts
• How to meet the adequate disclosure requirements
• Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse
• Electing in or out of GST allocations with indirect skips

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Intermediate


Understanding basic estate and trust terminology, and what constitutes a gift in this context.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, attorneys, enrolled agents and professional staff.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

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