Cannon Financial Institute

709 Workshop

Cannon’s 709 Workshop is designed to give participants an overview of the form 709 and its various parts.

The 709 Workshop includes how to prepare and report 709’s with different types of gifts regularly seen in the practice.

You and your team will leave with a better understanding of gift tax issues, GSTT issues, and the tools that they can reference in the future.  

Topics

  • Overview of Transfer Tax System
  • Gifting
  • GRATS – QPERTS
  • ILITS
  • Closely Held Stocks
  • Defective Trusts
  • GSTT Issues

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