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Gift Tax Returns: Planning, Ethics, and Best Practices

EPISODE · Nov 18, 2025 · 13 MIN

Gift Tax Returns: Planning, Ethics, and Best Practices

from ACTEC Trust & Estate Talk · host © 2025 The American College of Trust and Estate Counsel

Learn about Form 709-NA, e-filing updates, gift splitting, digital assets, and disclosure rules in this ACTEC podcast on gift tax returns. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

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Gift Tax Returns: Planning, Ethics, and Best Practices

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