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EVERYTHING YOU NEED TO KNOW ABOUT AUDITS OF ESTATE AND GIFT TAX RETURNS

CPE Processing Fee$10.00
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateFebruary 23, 2017
Date OfferedFebruary 23, 2017
Expiration DateFebruary 23, 2018
Series: Taxes
Course Description

All estate tax returns filed with the federal and state tax authorities, and most inheritance and gift tax returns, will be reviewed and classified for audit potential. This webinar, offered by a leading practitioner in pre- and post-filing tax controversies, will discuss: (1) strategies to protect the executor from personal liability; (2) the estate and gift tax audit and assessment processes generally; (3) how to prepare and file estate and gift tax returns so as to minimize the risk of audit; (4) resolving estate and gift tax issues administratively with the IRS Office of Appeals; (5) using the Offshore Voluntary Disclosure Programs, the Streamlined Filing Compliance Procedures, and qualified amended returns to resolve unreported foreign assets; (6) dealing with residency audits; and (7) areas of interest being audited by the federal and state tax authorities. This webinar is a must-attend for practitioners who represent estates and trusts, as well as those who file estate, gift, and inheritance tax returns on behalf of their clients.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • Identify best practices for filing an estate tax return and managing an estate tax audit.

Not logged
Handout Materials
Presentation Slides
Additional Materials
Course Outline & Glossary
Review Questions
Review Questions
QUESTION 1: 7:00 minutes
QUESTION 2: 35:00 minutes
QUESTION 3: 46:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Lawrence (“Larry”) Sannicandro is an associate in the Tax, Employee Benefits & Private Clients Practice Group who concentrates his practice on tax controversy and tax planning matters.  He represents businesses, estates, trusts, and individuals at all stages of tax controversies, including in audits, before the IRS Office of Appeals, and in litigation before the United States Tax Court, the U.S. Court of Federal Claims, the U.S. District Courts, and the U.S. Courts of Appeals. 

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About Our Presenter

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McCarter & English, LLP is a firm of approximately 400 lawyers with offices in Boston, Hartford, Stamford, New York, Newark, East Brunswick, Philadelphia, Wilmington and Washington, DC. In continuous business for more than 170 years, we are among the oldest and largest law firms in America.