Schedule A Demo

529 Plan Archives - SkillAbility

CPA accountants preparing a review-ready Form 709 gift tax return using transfer documents, annual exclusions, valuation evidence, gift splitting, prior gift history, DSUE, GST, adequate disclosure, and donee basis workpapers

25 Aug

Gift Tax Return Training for Accountants: Build Form 709 Preparation Competence

Accounting Workforce Development / Tax Advisory

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: August 25, 2026 | 38-minute read TL;DR — The Short Answer Gift tax return training should teach accountants to document the transfer—not merely compare a gift with the annual exclusion. A review-ready Form 709 preparer identifies the

529 Plan Archives - SkillAbility

Gift Tax Return Training for Accountants: Build Form 709 Preparation Competence

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