Estates and Probate Section | Intro to Gift Tax Return Preparation (SEP240926)

Thursday, September 26, 2024

12:00 PM to 1:00 PM (Eastern Daylight Time)

Virtual via Zoom

United States

90 people have already registered for this event.

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Intro to Gift Tax Return Preparation

Program Description

During this Lunch & Learn, we will provide a general overview on how to prepare a gift tax return, including how to identify when a gift tax return needs to be filed and what transactions should be reported on it. Some key topics that will be covered include: an overview of 2024 Federal and state gift tax, how to identify gifts, exclusions from gift tax, gift splitting and portability. We will briefly touch on the adequate disclosure rules and how to report generation-skipping transfers. The presentation will also discuss common mistakes that are made in preparing gift tax returns.

Speakers

Abigail D. Apuzzo, Michael A. Neufeld & Assoc., LLC, Milford
Katherine A. McAllister, Day Pitney LLP, Stamford

CLE Credit

1.0 CT CLE (General)

No cost to attend




Contact

Member Service Center
Email: msc@ctbar.org
Phone: (844)469-2221