Learn How the Federal Gift Tax Works, How to Plan with It, and Avoid Pitfalls
This two-hour audio seminar on Thursday, July 10 provides a helpful review of the often misunderstood federal gift tax. Presented by noted estate planner, author and educator, Steven G. Siegel, J.D., LL.M., this program offers a clear and concise review of how that gift tax works and will give you practical ideas on compliance and planning issues and concerns with the gift tax. Siegel, an outstanding speaker and presenter, will provide explanations and tips on this important topic, so you can advise your clients with confidence. All accountants, attorneys and financial planners who advise clients on tax and estate planning and other wealth management matters will benefit from this insightful seminar.
Program Topics
Topics to be addressed by Steve Siegel are:
Transfers Subject to the Gift Tax
Transfers that Are Not Subject to the Gift Tax
Exclusions from the Gift Tax
Gift-Splitting By Spouses
Available Gift Tax Deductions
Valuation of Gifts
Avoiding Gift Treatment by Using Disclaimers
Statutes of Limitations and the Adequate Disclosure Rules
Learning Objectives
Obtain a comprehensive basic understanding of what the federal gift tax is and how it works
Know which transfers are subject to the gift tax and those that are not
Understand key compliance and reporting requirements for the gift tax
Identify planning opportunities with the gift tax
Register today for this insightful program on Thursday, July 10 at 1 PM Eastern, Noon Central; 10 AM Pacific.
Steven G. Siegel, J.D., LL.M. (Taxation) is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a B.S. from Georgetown University, a J.D. from Harvard Law School, and an LL.M. in Taxation from New York University. He is the author of several books and is a nationally-recognized writer and speaker who has lectured extensively throughout the United States on tax, business and estate planning topics. Mr. Siegel has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.
How the Audio Seminar Works
CCH’s live audio seminars require nothing more than a telephone connection. For the single per-site fee, you can have an unlimited number of listeners at your site participate, get up to speed and in-the-know on important topics, and get special bonus publications included with the seminar. Handout materials are provided in PDF format that you can download and copy for all those who will participate in the seminar at your location.
Practice Development Tip! Invite colleagues, business referral sources, clients and prospects to your office to listen in and participate on this seminar with you. They’ll appreciate your invitation to hear directly about this important topic.
If you are unable to attend this upcoming event and would like to order a recording—or if you would like to order recordings of past CCH Audio Seminars, please visit the CCH Audio Seminar Archive Library today.
Pricing:
Site License: $249 – Registration includes one telephone connection at one location, one master set of handouts (with permission to make additional copies for the participants at your location), an unlimited number of people in one listening room can participate, and one seminar bonus publication per registered site. ($25 CPE fee additional for each person wishing to receive a CPE certificate for their participation.)
CD Recording: $249 – The CD includes an audio recording of the event and handout materials in PDF format. Includes copy of seminar bonus publication with purchase. Available one week after the live audio seminar event. (Note: CPE credit is not available for the CD version of the presentation.)
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