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2022 Gift Tax Returns: Form 709


Cost $25.00
Presentation Length 2.0 hours

Recorded DateOctober 17, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Join Bob Keebler to discuss the basics of the gift tax filing requirements marital deduction along with IRC Sec. 2523 gift splitting; IRC Sec. 2513 adequate disclosure; IRC Sec. 6501(c)(9) generation-skipping transfer tax; and finally the IRC Sec. 2601 defined value and related clauses valuation adjustments.

Learning Objectives:

  • Summarize the basics of the gift tax filing requirements marital deduction

  • Identify IRC Sec. 2513 adequate disclosure and IRC Sec. 6501(c)(9) generation-skipping transfer tax

  • Recognize IRC Sec. 2601 defined value and related clauses valuation adjustments

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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP, and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of the National Association of Estate Planners & Councils. CPA Magazine has also named him one of the top 100 most influential practitioners in the United States and one of the top 40 tax advisors to know during a recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. 


Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and estate, gift, and income tax examinations and appeals. He has received more than 200 favorable private letter rulings, including several key rulings of “first impression.” 


He is the author of over 100 articles and columns and is the editor, author, or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years, including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference, and the Heckerling Estate Planning Institute.


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About Our Presenter

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At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.