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EST2002 - EST2002. Gift and Estate Tax Audits

Jul 20, 2020 12:05pm ‐ Jul 20, 2020 12:55pm

Standard: $49.00


This discussion will address current issues and trends in the transfer tax controversy arena at the audit level, appeals and in litigation.  It will include issues related to the valuation and transfer of interests in closely-held entities, the use of formula clauses, positions taken by the IRS and ways to address them at the planning level.   Learning objectives include:  Familiarizing participants with issues related to certain sophisticated estate planning techniques, and  Providing tips on planning and preparing for an IRS audit with respect to those techniques


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