Dates
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Filing Form 709: How to Report Federal Gift Tax
Learning objectives

After completing this course, the learner should be able to:

  • Apply basic gift tax concepts
  • Identify specific transfers that are excluded from gift tax consideration
  • Calculate the gift tax on certain transfers
  • List disclosure requirements with respect to gifts
  • Apply planning strategies to minimize gift tax consequences
Julie McGinty

Instructor bio

Julie McGinty has served as subject matter expert for Becker since 2016, working on CPA exam review for REG and most recently as a presenter of CPE courses. Julie is a Senior Lecturer at the University of Georgia. She teaches federal taxation classes at the graduate level. She holds a bachelor’s and master’s degree in accounting from the University of Georgia. In addition to teaching, Julie is a sales & use tax consultant, advising businesses on nexus, product taxability and compliance issues. Julie also serves as president of the board of directors for the Athens Area Diaper Bank, which distributes more than 400,000 diapers each year to babies at risk of diaper need.

Education

  • University of Georgia
    • BBA
    • MAcc

Licenses & designations

  • CPA

Teaching & instruction

Organizations

What do you love about Becker?

"Becker takes something that is challenging (CPA exam) and makes it very doable with roadmap and the materials needed. And then once you're a CPA, it's a familiar and trusted brand that you can rely on for CPE."

What would you tell an accounting student today?

"Take advantage of the education you are receiving now. You will never again get this amount of time in a room with someone whose job it is to teach you! You can learn it now with the help of someone or you can teach it to yourself later. Choose now!"

Becker fun fact

"My bucket list includes visiting all the Disney Parks in the world! Two down and four to go. Disneyland Paris is next in Spring 2025."

National Registry of CPE Sponsors

A Becker Professional Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Becker Professional Education Sponsor I.D. Numbers NASBA: 107294, New York: 002087, New Jersey: 20CE00226700, Texas: 009580, Ohio: CPE.186, Illinois 158.002405, Pennsylvania: PX177823

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