When

Thursday, February 25, 2021 from 12:00 PM to 1:00 PM EST
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Where

This is an online event.

Contact

kristin Beane
STEP NY
508-320-1685
kbeane@consult-endeavor.com

2020 Planning Rush is Over Now What? Gift Tax Returns, Preparing for Audit, and Ensuring the Plan

Most practitioners sprinted to the end of 2020, as many clients sought to make year-end gifts before Dec 31. Now that the dust has settled and we are in a new year what should practitioners be thinking about now? Gift tax returns best practices, technical considerations, ensuring proper filing.

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