Topic: Preparation of Gift Tax Returns: The Basics

Join us for an overview of preparing gift tax returns. This session will review Internal Revenue Code Sections 2501 – 2514 to identify reportable gifts and excludible gifts. We will then discuss how the reportable gifts should be reported on the gift tax return, including a brief discussion regarding allocation of generation-skipping transfer tax exemption to direct and indirect skip gifts.

Speaker: Cindy Ackerman, Shareholder at Moss & Barnett, P.A. 

Cindy Ackerman is an attorney and Certified Public Accountant (inactive) with the law firm of Moss & Barnett practicing in the areas of estate planning, probate, trust, and taxation law. Cindy’s experience includes a wide range of estate and trust administration, tax planning, and compliance and wealth preservation concerns, and matters such as:

Cindy understands that many of these issues can be difficult and strives to guide her clients through complicated situations with sensitivity and professional insight.

CLE has been applied for.

Member Cost: Free 
Non-Member Cost: $15

Please register no later than January 10th, 2023.

If you have any questions or concerns, please contact Shelly Doerr at shelly.doerr@lawmoss.com.