The Ins and Outs of Gifting (CFP® CE Eligible)
On-Demand Webinar
As gifting strategies gain renewed focus in today’s evolving tax landscape, join Dave Haughton for an in-depth webinar on navigating the complexities of tax-efficient gifting and receive 1 hour of CE credit. Whether your clients are planning direct gifts, gifts in trust, or gifts to 529 plans, this session will equip you with essential knowledge to guide them effectively. Watch the webinar, and then take a 10-question quiz. Pass rates of 80% or above will receive CFP CE credit.
What You’ll Learn:
Key Gifting Methods: Explore the three most common approaches to gifting — direct gifts, gifts in trusts, and gifts to 529 plans — and understand their benefits, drawbacks, and tax implications.
Gift Tax Exemptions & Reporting: Demystify the two primary gift tax exemptions and discuss how the sunset of the Tax Cuts and Jobs Act (TCJA) may affect these exemptions.
Gift Tax Returns (Form 709): Learn when a gift requires filing a gift tax return, when it may be advantageous to file even if not required, and how to accurately value gifts for reporting.
Basis Planning & Pitfall Avoidance: Structure gifts to plan for basis, minimize tax liabilities, and avoid common pitfalls that can complicate reporting and planning.
You’ll hear from:
Former Senior Corporate Counsel at Wealth.com and a frequent speaker and writer on financial planning topics, featured in publications such as Michael Kitces’ Nerd’s Eye View blog, the Journal of Financial Planning, and InvestmentNews.
Trusted Estate Planning Solution for the Industry’s Leading Firms
