Description
Transfer tax issues pertaining to loans between family members. What practitioners should be aware of and what the Internal Revenue Service looks for when examining intra-family loans.
1. What provisions should be included in notes between family members.
2. What issues need to be addressed after the note is executed.
Speaker(s):
- James
Hogan,
CPA, BBA, MBA, JD,
Managing Director,
Andersen Tax LLP