Personal Financial Planning SIG - Gift Tax Returns
Special Interest Group Event
The Personal Financial Special Interest Sub-group is pleased to invite you to a 1-hour CPE event immediately following the Chapter meeting on February 19 from 9:30 to 10:30 at the same location -Maggiano’s
Topic: Gift Tax Returns - Top Tips for the Trade
This presentation will focus on aspects of gift tax return preparation that are often mishandled, including gift splitting, reporting valuation discounts and satisfying the adequate disclosure requirements, gifts to qualified tuition programs, where to report gifts to various trusts on Schedule A, the how and why of GST elections and estate tax inclusion periods, and the use of formula clauses. The presentation will use real examples of Forms 709 that will serve as a valuable resource throughout tax preparation season.
Birchstone Moore LLC
Sarah Moore Johnson is a founding partner of Birchstone Moore LLC, a boutique law firm focusing on estate planning and estate administration. Ms. Johnson is a leader in the Washington, DC estate planning community, having chaired the Estate Planning Committee of the DC Bar Taxation Section, served on the Steering Committee of the DC Bar Estates, Trust and Probate Law Section, and as a Board Member and current Treasurer of the Washington, D.C. Estate Planning Council.
9:30 AM - 10:30 AM
Maggiano's Little Italy Tysons Galleria 2001 International Drive Mclean, VA 22102