NAEPC Webinar Series Watch Party- March 12, 2025
Date: Tuesday, March 12, 2025
Time: 3:00pm - 4:00pm
Location: Hampton Roads Community Foundation, 101 W. Main Street, Suite 4500, Norfolk, VA 23510
Speaker: Kyle C. Martin
NAEPC Webinar Watch Party: Adequate Disclosure on Gift Tax Returns Form 709
Cost: Free
As a benefit of our Council earning the 5 Star Council Award, we can offer our members the Webinar Series at no charge. The Hampton Roads Community Foundation will be hosting the series so we can view this live webinar together for networking and discussion. Guests are welcomed. Please register by Monday, March 10th so we know how many will be coming.
New: You may also watch it individually for free by registering directly through NAEPC.
Overview:
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.
Meet our Speaker:
Kyle 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.
NAEPC Individual Registration from your location (free):
This webinar will be hosted through Tradewing, NAEPCs new online community that will be fully-launched in early 2025! By attending you'll have a sneak peek into this new and exciting community, which will also act as host to our monthly webinars. 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.
REGISTER HERE for the program.
Watch Party at Hampton Roads Community Foundation (free):
Please RSVP by March 10th so we know how many to plan for.
