The Anatomy of Form 709: Dissecting the Gift Tax Return and Its Schedules
Event Date
September 30, 2026
Event Time
3:30 pm
Event Location
Beacon Pointe (Formerly Jentner Wealth), 3677 Embassy Pkwy, Akron, OH, 44333
Event Description
Description: Form 709 can be intimidating—but it becomes much more manageable once we dissect it piece by piece. This practical presentation will walk through the gift tax return and its principal schedules, highlighting important elections, valuation disclosures, GST considerations, and common traps for the unwary. Attendees should leave with a better understanding of how Form 709 fits together and greater confidence in preparing or reviewing one—hopefully with a little less dread.
Speaker: Roger Proper, Esq., Member of Critchfield, Critchfield & Johnston, Ltd.
Agenda:
3:30 PM | Registration
4:00 PM | Program
5:00 PM | Happy Hour & Networkin