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DONALD J. JOHNSTON LIFETIME ACHIEVEMENT AWARD IN FINANCIAL PLANNING NOMINATION PACKAGE 1. Introduction Donald J. Johnston led FPS (now FP Canada) through its successful first decade of development
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It is a tax form used to report lifetime gifts and bequests.
Individuals who have made gifts or bequests exceeding the annual gift tax exclusion amount.
You can fill out the form online or manually by providing details of the gifts or bequests made.
The purpose is to report gifts and bequests to determine if any gift tax is owed.
Details of the gifts or bequests made, including the value and recipient.
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