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Gift Tax Returns: Planning, Ethics, and Best Practices artwork
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Gift Tax Returns: Planning, Ethics, and Best Practices

ACTEC Trust & Estate Talk by Suzy Shaw

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 socie...

About This Episode

Gift Tax Returns: Planning, Ethics, and Best Practices is an episode from ACTEC Trust & Estate Talk by Suzy Shaw. Learn about Form 709-NA, e-filing updates, gift splitting, digital assets, and disclosure rules in this ACTEC podcast on gift...

Podcast

This episode belongs to ACTEC Trust & Estate Talk.

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Episode Details

Published Nov 18, 2025, 13:22 long, audio available.