Reality Versus Scary Theory
Reality versus Scary Theory: What’s really going on these days in Estate and Gift Tax Audits, and Approaches to Avoid Turning a Sunny Day (good result) into a Cloudy One (bad result)
10:35 AM - 11:25 AMWed
Neopolitan I
Reality versus Scary Theory: What’s really going on these days in Estate and Gift Tax Audits, and Approaches to Avoid Turning a Sunny Day (good result) into a Cloudy One (bad result)
How to go about discussing a case with the IRS examiner during the estate and gift tax audit
Different styles and approaches and determining which approach is the one you will select
Understanding recent issues and fact patterns that have been selected for audit
Examining how a strategy could impact on the result of an audit.
Certain relevant items pertaining to preparing the 706 and 709