Gifts Telephone Seminars

Form 706: Estate Tax Return Fundamentals ...In 2011, if a person's gross estate plus adjusted taxable gifts equaled or exceeded $5 million in value, Form 706 must be filed. In this live audio conference, you will learn the rules applicable to properly preparing and filing Form 706. The program will cover which assets are subject to tax, the available deductions and major elections. Each schedule required to be filed with Form 706 will be  more...

Tax Benefits and Considerations for Contributions of Inventory and Other Assets by Business Entities ...n and programs of important charitable organizations with gifts of inventory and other assets. This live audio conference will review the unique considerations and rules governing the tax benefits for gifts of inventory and other assets. Applicable IRS publications and forms will be shared and explained. This live audio conference is designed for accountants, CPAs, CEOs, presidents, vice  more...

Tax Consequences of Gifts, Prizes, Fringe Benefits, Business Expenses, and Other Payments To Employees ...ive audio conference will explain the tax consequences of gifts, prizes and other awards to employees, as well as the tax issues associated with making payments to employees, employer-provided travel, educational and moving expenses, tool allowances and leave-sharing programs. The focus will not be so much on the technical tax rules, but the pitfalls of such activities and practical suggestions  more...

Valuation and Reporting of Gifts and Service Donations ...r focus on the definition of fair value. Contributions of gifts and services should be measured at the fair value of the assets or services received or promised. FAS 157, Fair Value Measurements, introduces new concepts of determining fair value of donations to not-for-profit organizations. Understanding and applying fair value concepts to certain assets where there is no observable market as  more...

Form 709: Gift Tax Fundamentals ...earn when a gift tax return should be filed, what type of gifts need to be reported, what type of information needs to be included to adequately disclose what is reported and the benefits of properly complying with the gift tax laws. By properly reporting gratuitous transfers during life, surprises at death can be avoided. Estate planners, accountants, attorneys, presidents, vice presidents,  more...

Nonprofit Gift Acceptance Policies ...counting and practical pitfalls inherent in some types of gifts! A comprehensive gift acceptance policy can help an organization avoid these pitfalls, enhance its donor relationships and run a more successful development program. This teleconference will address the issues that should be covered in a basic gift acceptance policy for a public charity, as well as some of the nuances involved in  more...

Private Foundation Requirements and Restrictions BenefitsMany families and corporations establish private foundations to carry on their personal philanthropy. While private foundations offer significant opportunities for family and corporate philanthropists, there are special federal tax rules that apply. Failure to fully understand these rules can subject the foundations and those involved with them to substantial excise taxes. This  more...