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Estate and Gift Tax Returns: Common Mistakes and How to Fix Them

USC Tax Institute

Millennium Biltmore Hotel Los Angeles
January 25, 2017

Eva Wolf will be presenting, "Estate and Gift Tax Returns: Common Mistakes and How to Fix Them," at the 2016 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.

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