The IRS T&E Attack List and How to Defend Against It AUDIO DOWNLOAD

    The IRS T&E Attack List and How to Defend Against It AUDIO DOWNLOAD
    CLE 90 min

    The IRS T&E Attack List and How to Defend Against It AUDIO DOWNLOAD

    Gift and estate tax returns continue to be closely examined by the IRS.  What topics are the IRS most commonly raising in audit?  Find an overview of these important issues in this program.  Topics our panelists will cover include:

     

                 Indirect gifts

                 Step transactions

                 Annual exclusion gifts

                 Defined value transactions

                 Installment sales and promissory notes

                 GRATs

                 Transferee liability

                 Section 2036

                 The marital deduction mismatch

                 Valuation

                  Special valuation rules (e.g., I.R.C.   Sections 2701-2704)

                 Penalties 

     

    SPEAKERS

     

    Keri Brown

    Baker Botts LLP, Houston, TX

     

    Jenny Johnson

    Holland & Knight, Chicago, IL

     

    Stephanie Loomis-Price

    Winstead PC, Houston, TX

     

     

    Speakers and topics are subject to change.

     

    © 2015 American Bar Association. All rights reserved.

     

    $90
    NON-MEMBERS
    $70
    MEMBERS
    $50
    SECTION MEMBERS
    *Additional discounts may apply at checkout

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    Product Details

    Sponsors

    Section of Real Property, Trust and Estate Law

    Product Code

    5430859AUD

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