Beth Kaufman Discusses Gift Tax Returns on Peak Trust Webinar
09.24.2020
Program: Don't Undermine Your 709
Event Sponsor: Peak Trust Company
Gifts are a common way practitioners help clients reduce the amount of estate taxes owed. We are excited to have Beth Shapiro Kaufman, from Caplin & Drysdale join us on September 24th at 12pm ET to share her insights and expertise on how to prepare an ironclad gift tax return. In this complimentary webinar, Ms. Kaufman will explain when gifts are free of tax liability and identify various scenarios where filing a gift tax return is required.