Content Covered:

Session Time: 10:00 AM - 11:30 AM EST Dec.2011
Presenter: Richard Mayberry

  1. Misunderstanding Which Gifts Subject to Reporting vs. Payment of Gift Tax
    1. Gifts Subject to Gift Tax
    2. Gifts Excluded from Gift Tax
    3. Taxable Gifts
    4. Simplifying the Gift Tax Rules
    5. State and Gift Tax Systems Unified
  2. Failure to Gift High Net Worth Taxpayers in 2011 and 2012
  3. Jeopardizing Medicaid Benefits
  4. Inaccurate Beneficiary Designations