Holiday Gifts That Offer Tax Benefits - 0.2 Nano CPE

Give Better Gifts. Deliver Bigger Savings.

Every holiday season, clients ask some version of:
“Can I gift this and get a tax benefit?”
They want to be generous and smart. Your job is to help them do both — without stepping on a compliance landmine.

This course gives you a clear, client-ready playbook for year-end gifting that creates real tax advantage (not wishful thinking). You’ll walk away knowing exactly what to recommend, what to avoid, and how to explain it simply. 

Learning Objective

Identify compliant holiday gifting strategies that leverage gift-tax, education, retirement, and employee-gift rules to increase tax benefits for clients.

Course Description

This nano-learning course helps tax and accounting professionals guide clients on year-end gifting strategies that create legitimate tax advantages. Participants review key rules and dollar thresholds for gift-tax exclusions, education gifts (including direct tuition and 529 super funding), retirement contributions, and employer/employee gifting so they can maximize benefits while avoiding compliance pitfalls.

Who This Is For

Tax and accounting pros answering year-end gifting questions
Advisors who want fast, clean guidance they can use with clients right away

Why It Matters

Holiday gifting is emotional. Tax rules are not.
When you combine the two without a framework, clients can accidentally trigger gift tax, miss exclusions, or lose deductions they thought they had.

With the right strategy, though, gifting becomes a win-win:
clients feel good, families benefit, and the tax outcome is optimized.

Author / Instructor

Lee T. Reams, Sr., EA
Lee T. Reams, Sr., EA is an owner and Editor-in-Chief of CountingWorks and a long-time educator in tax practice and planning. He is also a nationally recognized speaker and course author known for turning complex tax topics into practical guidance for working professionals. 

Course Details

This course qualifies for NASBA continuing professional education credit. CountingWorks, Inc. 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.

Make Year-End Gifting Easy (for You and Your Clients)

Start Holiday Gifts That Offer Tax Benefits and get the rules, thresholds, and advisory scripts you need to guide clients confidently through holiday generosity — with the tax benefits handled right.