Estate and Gift Tax Returns: Common Mistakes and How to Fix Them
Eva Wolf will be speaking on “Estate and Gift Tax Returns: Common Mistakes and How to Fix Them” at the ProVisors Estate and Succession Planning Affinity Group lunch meeting on February 11, 2016.
Successful client advocacy requires practitioners to help clients save the most estate, gift and GST taxes while avoiding costly audits. However, estate and gift tax returns often contain mistakes that increase the chances of audit or prevent the statute of limitations from beginning to run. Eva will explore the best ways to fly under the IRS’ radar, including the estate planning techniques to avoid, information presentation and adequate disclosure.
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