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Gift Planning Basics II: Gift Tax Return Preparation

Wednesday, January 9, 2013 12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


Sara Wells will provide an overview of the federal gift tax return (Form 709).  This form is used to report and pay tax on lifetime gifts and is an integral part of the estate planning process.  The presentation will cover the general purposes and structure of the form, as well as provide tips for preparing it. 


Sponsoring Section/Committee(s):




Jennifer Jones


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