Disclosure Requirements Under the Proposed 2704 Regulations {PFP Section}




American Institute of CPAs - Personal Financial Planning (PFP) show

Summary: Guest(s): Robert Keebler, CPA/PFSCategory: TechnicalMeeting the adequate disclosure requirements when gifts have been made subsequent to the issuance of the proposed 2704 regulations, why it’s important and what to do.Access the related resources from this podcast: Resources on Section 2704 Valuation Regulations The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.Don’t miss an episode – subscribe to our podcast series on iTunes! And leave us a review so we can continue bringing valuable and relevant content to you.