Dodging Bullets and Navigating Minefields
Helpful Tips for Preparing Estate and Gift Tax Returns and Resolving Audits from Two Former IRS Attorneys
Eva Wolf will be presenting, "Dodging Bullets and Navigating Minefields: Helpful Tips for Preparing Estate and Gift Tax Returns and Resolving Audits from Two Former IRS Attorneys," at the 2017 USC Tax Institute on January 25, 2017, in Los Angeles, CA.
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.