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Estate and Gift Tax Return Preparation and Audit Tips

Beverly Hills Bar Association
February 20, 2018

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. Once a return is selected for audit, practitioners often fumble through the process, causing delays and thwarting favorable settlements for their clients. Eva and Allan will explore the best ways to fly under the IRS’ radar while ensuring adequate disclosure and will explain how to navigate the audit process like a pro. 


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