*SEE ATTACHED PDF FOR COURSE MATERIAL

*IMPORTANT: Please carefully read the webinar login instructions below. For those who wish to attend as a group, please see Group Attendance section below.

WELCOME
You are registered for the Webinar presentation below. Please read below to obtain access instructions for this session.

Preparing Form 709: What You Need to Know About Filing a Gift Tax Return
Tuesday, October 19, 2021
11:00 AM - 1:00 PM ET
10:00 AM - 12:00 PM CT
9:00 AM - 11:00 AM MT
8:00 AM - 10:00 AM PT (and Arizona)

*Please arrive early as important instructions are given at the beginning of each webinar.

LOGIN INSTRUCTIONS
You will be able to join the webinar 30 minutes prior to the event start time.

Your pop-up blocker must be turned off.

MOBILE AND TABLET DEVICES ARE NOT SUPPORTED

1. COPY/PASTE the link text below into your browser. This is the best way to enter the event:
   https://cpe.checkpointlearning.thomsonreuters.com/professional/Controller?com.reqwired.site.action=CourseInstanceView&courseinstance_id=688776
2. After you enter your Checkpoint Learning account login credentials you will be taken to the webinar’s Course Activity Profile page.
3. From there click the green LAUNCH WEBINAR button on the left side navigation.
   The launch button is not displayed until the webinar is within a half-hour of the start time. If you login earlier than 30 minutes before, you may need to refresh (F5) or begin from step one above.
4. You will then be taken directly into the webinar event.

Please see attached FAQ for more information.

PLEASE NOTE: If you receive an error message in the webinar about being in multiple browsers or being inactive for 30 minutes, please follow the instructions in the error message: close all browser instances and relaunch the webinar. The message means that your attendance check responses are no longer being recorded by the system even if you are still receiving the popups.

If you need assistance please contact Technical Support 800.431.9025 Option 3, 2, 3 then #

AUDIO
You will receive the webinar audio feed directly via your computer. However, the audio feed may be in silent mode until the webinar begins.

TIPS FOR A SMOOTH LIVE SESSION
For best results please re-boot your computer prior to login.
Close any unnecessary tabs or applications.
Do not login to the webinar more than once.
Make sure your pop-up blocker is turned off.
If you have connectivity issues:

Please try disconnecting from VPN
Set up your computer close to your internet router
Try clearing your cache
Use a stable internet connections & avoid shared routers or hotspots
Try refreshing by pressing F5 on your keyboard

Please see attached FAQ for additional tips.
If you need assistance please contact Technical Support at 800.431.9025 Option 3, 2, 3 then #.

CPE CREDIT INFORMATION
IMPORTANT: To receive CPE credit you must log into your Checkpoint Learning account and attend the webinar session.

Participants are required to actively participate throughout the webinar by responding to attendance verification pop-ups. When a pop-up appears on your screen you will hear an audible cue and have one minute to respond. Click the I AM PRESENT button before the timer expires.

If you meet the minimum attendance check requirements, your certificate will be in your Checkpoint Learning account within 24 hours of the event. You can view or print the certificate from your account’s Activity History tab.

PLEASE NOTE: If you receive an error message in the webinar about being in multiple browsers or being inactive for 30 minutes, please follow the instructions in the error message: close all browser instances and relaunch the webinar. The message means that your attendance check responses are no longer being recorded by the system even if you are still receiving the popups.

ADDITIONAL CERTIFICATIONS
In addition to CPE this webinar also qualifies for AFSP and EA credit. The only way to receive AFSP or EA credit is for us to report your PTIN to the regulator. You must update your account profile to include this information.

You will have only 7 calendar days from the event date to update your profile.

You can update your account profile in four easy steps:

1. Log in to your Checkpoint Learning Account
2. Click My Profile at the top right of your screen. This will take you to your account profile
3. Scroll down to the Professional Designations section
4. Add your IRS PTIN and click the save button

Contact Customer Support at 800.431.9025 if you have questions about adding your PTIN.

GROUP ATTENDANCE
For those who wish to attend as a group:
All attendees must be registered for the event through their own Checkpoint Learning account. For administrator assistance in registering individuals from your organization, please call 800.431.9025.

The group must appoint a moderator who will login to the webinar and respond to attendance verification pop-ups on behalf of the group. See the CPE Credit Information section above for attendance verification pop-up details.

The moderator must ensure that the Checkpoint Learning Webinar Group Moderator Form (PDF) is filled out completely and signed attesting that all parties were in attendance during the event.

Group Moderator Form: https://checkpointlearning.thomsonreuters.com/Mktg/PDFs/Checkpoint_Learning_Webinars_-_Group_Moderator_Form.pdf (If this link does not work please copy and paste into your browser to access the form.)

Submit as directed on the form. After submission, please allow five business days for certificate processing.

OPTIONAL EVALUATIONS
After the webinar you will receive an email with a link to an on-line evaluation.   Please fill out this form if you wish to send your feedback.

QUESTIONS AND SCHEDULING
If you have questions, need to cancel, or reschedule call 800-431-9025

For less urgent matters: please contact us via e-mail at CheckpointLearning.Webinars@thomsonreuters.com