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Gift Tax and Completing Form 709

Session details Published session date May 7, 2026 Starts 2 PM Ends 3 PM Presenter Randy Adams Published credits 1 Program number YH1DR-T-00382-26-O Field of study Federal...

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February 18, 2026: Originally published
1 min: Estimated reading time
Webinar: Content type

Session details

Published session date: May 7, 2026
Starts: 2 PM
Ends: 3 PM
Presenter: Randy Adams
Published credits: 1
Program number: YH1DR-T-00382-26-O
Field of study: Federal Taxation
Level: Basic

This course explains federal gift tax rules and provides step-by-step instruction on completing Form 709 for reportable gifts. Participants learn how to apply the annual exclusion, lifetime exemption, gift splitting, valuation rules, and common elections required for accurate reporting. The course emphasizes compliance, documentation, and error prevention to meet Internal Revenue Service standards and reduce audit risk.

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