Winstead University: Deep-Six Versus 706 - Practical Tips on What Estate and Gift Tax Returns Require

Presented by Stephanie Loomis-Price


12:00 - 1:00 p.m.

Did you file a record number of gift tax returns on behalf of your clients in recent years? Do you use formula clauses for gifts and sales? How do you report them? This presentation will address audit-proofing (to the extent possible), including the reporting of formula transfers that may be highly scrutinized.

This course has been approved for MCLE credit by the State Bar of Texas Committee on MCLE in the amount of 1 credit hour.

Live in The Woodlands, Texas

Winstead PC
24 Waterway Avenue, Suite 500
The Woodlands, Texas 77380

Webcast/videoconference available in these other Winstead offices:

Winstead PC
401 Congress Ave. Suite 2100
Austin, TX 78701

Winstead PC
2000 Fifth Third Center
201 North Tryon Street
Charlotte, NC 28202

Winstead PC
500 Winstead Bldg.
2728 N. Harwood St.
Dallas, TX 75201

Winstead PC
300 Throckmorton Street, Suite 1700
Fort Worth, Texas 76102

Winstead PC
1100 JPMorgan Chase Tower
600 Travis Street
Houston, TX 77002

Winstead PC
300 Convent Street, Suite 2700
San Antonio, Texas  78205

For information on attending, contact Marianne Lee at