ESTATE PLANNING COUNCIL OF LONG ISLAND

Kyle 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.

Register Here:

https://naepc.tradewing.com/events/KYhEXPy4YXAaTSZXs

WHEN REGISTERING FOR THIS COMPLIMENTARY WEBINAR YOU WILL BE ASKED TO CREATE A TRADEWING ACCOUNT. PLEASE CLICK THE RSVP BUTTON AND THEN "SIGN UP" IN THE POP UP WINDOW THAT APPEARS

Any questions, please contact our Committee Chairperson:

Christina Jonathan

cjonathan@jaspanllp.com

(516) 393-8267