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DTSTART:20250312T180000Z
DTEND:20250312T190000Z
LOCATION:Virtual 
UID:2745520250312T180000ZFree NAEPC Webinar: Adequate Disclosure on Gift Tax Returns Form 709
DTSTAMP:20260414T151115Z
DESCRIPTION:\n[](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=7cd9730882&e=c5e1b7e493)\n   \n \n       \nAdequate Disclosure on Gift Tax Returns Form 709\n \nSpeaker: Kyle C. Martin\nDate: Wednesday, March 12, 2025, 3:00pm - 4:00pm ET\n \n[Register for the Webinar >>](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=217969bd0e&e=c5e1b7e493)\n    \n   \n \n    \nAbout the Program\n \nKyle Martin will be speaking about the need for Adequate Disclosure on Gift Tax Returns filed since 1997. The concern is that many tax return preparers are still unaware of the law passed as part of the 1997 Tax Act and only file returns which lack the required information. When this happens, the 3 Year Statute of Limitations does not begin to run and these tax returns can be opened years later. Kyle will demonstrate the check list for return preparers and appraisers to use. Kyle will also review pitfalls with filing both Estate and Gift Tax returns: Form 706 and Form 709.\n    \n \n    \nAbout the Speaker\n    \n \n    \n\n     \nKyle Martin is a Supervisory Attorney in the Estate and Gift Tax Division at the IRS and has been with the Service since 1989. He is a California Lawyer and works in Oakland, CA.\n    \n \n     \n \n   \n[](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=836d364801&e=c5e1b7e493)\n   \n \n    \nThank you to [UI Charitable Advisors](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=8f8bc74634&e=c5e1b7e493) for sponsoring this complimentary webinar!\n    \n \n     \n \n    \nWebinars will be hosted within NAEPC's new online community, Tradewing, which will allow us to offer them on a complimentary basis!  Participants must create an account and then register for the webinar they would like to attend.\n     \n\n    \n \n   \n[Register for the Webinar >>](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=217969bd0e&e=c5e1b7e493)\n   \n \n     \n \n    \nNot able to attend on the live date and time?\n Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.\n    \n \n       \nContinuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact [webinars@naepc.org](mailto:webinars@naepc.org?subject=Question%20With%20Regard%20to%20CE%20Policy%20for%20Webinars) prior to attending your first program if you have any questions with regard to the availability of credit. \n    \n   \n \n    \nUpcoming Programs\n    \n \n    \nWednesday, April 23, 2025 3:00pm - 4:00pm ET\nEstate Planning Tips and Developments\nMartin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)\n    \n \n    \nWednesday, May 14, 2025 3:00pm - 4:00pm ET\nStrategies to Help Maximize Social Security Benefits\nAsh Ahluwalia, CFP® , MBA\n    \n \n    \nWednesday, June 11, 2025 3:00pm - 4:00pm ET\nLook What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’s Version)\nAshley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP®\n    \n \n    \nSee complete details about [all upcoming webinars from NAEPC](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=8be4ee5db7&e=c5e1b7e493). \n ------\n    \n \n   \n[](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=06740ebca8&e=c5e1b7e493)\n   \n[](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=2958eeda54&e=c5e1b7e493)\n   \n \n   \n[](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=0a6bbff4ff&e=c5e1b7e493)\n   \n[](https://naepc.us4.list-manage.com/track/click?u=da891fb4a8a33c9776e2c8b17&id=ae5fb3d01a&e=c5e1b7e493)\n    \n   \n 
SUMMARY:Free NAEPC Webinar: Adequate Disclosure on Gift Tax Returns Form 709 - Wiregrass Estate Planning Council 
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